Downloadable Quick Training Guides

Sep 14, 2025
Knowledge

How To

LEAP offers quick training materials across a variety of topics that can be saved directly to your computer so you can reference them over and over again. These materials were developed from common topics and questions from users, as well as updates as a result of LEAP 2x.

Download and access these materials to learn more about LEAP and optimize your usage of the software.

D&A Booklet

Click here to download the D&A Booklet.

This comprehensive guide takes you through what LEAP Content involves, the basic functions of template and document automation, and other matter management best practices.

Hints & Tips

Click here to download the Hints & Tips brochure.

This quick reference brochure provides fundamental functions of LEAP such as creating matters, cards and documents. It also contains a list of all the icons on the LEAP Word and LEAP Email ribbons.

Invoicing Guides

These detailed guides contain step-by-step instructions for basic and advanced invoicing using LEAP 2x. Any of these downloadable guides will help you easily draft bills whether you are creating bulk or individual matter invoices.

Trust Management Guides

These simple and detailed instructions will help you easily track your IOLA/IOLTA trust transactions. They will also guide the reconciliation of your LEAP IOLA/IOLTA trust accounts in compliance with the required three way reconciliation.

Additional Training Videos and Resources

For Additional training videos and resources, visit :

Training Videos: Within the community portal, find the "Training Videos" section to browse available tutorial.
LEAP University: For additional training, LEAP offers free courses through LEAP University, our on-demand, online training portal that allows you to undertake training courses and tutorials that will help you to successfully optimize the way that you use LEAP.
From new user training to advanced user training, LEAP University has tailored courses for all levels of expertise to ensure that you’re able to make the most out of LEAP.

After you have successfully completed the New User Training series, you’ll receive a Certificate of Completion. Click on an arrow next to a person icon on the top right-hand side and go to My profile to view your certificates in LEAP university.

Link to LEAP University: http://university.leap.us
Training Webinars: LEAP offers regular webinars on various topics, covering new features, tips, and best practices. For details on upcoming events, workshops, and conferences, please visit LEAP Events.
Certified LEAP Partner: If LEAP University doesn’t meet your needs, our LEAP Certified Partners are available for in-person or Zoom training sessions. For more advanced or personalized support, you can book a session with a Certified Consultant who will assist you with customized training, either online or on-site for a fee.

Last Modified Date

9/14/2025 8:10 PM

Title

Downloadable Quick Training Guides

URL Name

Downloadable-Quick-Training-Guides-US

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