Click to edit coIn LEAP, each area of law is separated under a matter type name  i.e. Real Estate, Bankruptcy, Litigation, etc. Each area of law equals its own “matter” in LEAP. Every matter is organized with the standard tables that apply to that specific matter.  For example, under the Wills and Estate Planning matter, there are separate tables: one for the client, one for the executor, the beneficiary, the alternate executor, guardian, and so on. 

Forms are coded in accordance with the associated matter type and the tables that default to that specific matter type. If you need to search for a LEAP Form but are not in a matter type for that form (for example: using a Real Estate based template in a Personal Injury matter), the form will not merge the required information. This is because the relevant tables are not being used in the correct matter type.  You need to add table types to complete the required information to populate the form.ntent

In LEAP, you can add extra table types not normally associated with that matter type. For example, you can add a valuer table or an accountant table if there are necessary calculations that need to be made for a specific matter. 

To take advantage of LEAP’s Template Automation, you should ensure LEAP matters are completed properly . Accurate table information ensures that client details will show in the LEAP Templates moving forward.  The forms are automated with simple fields which may be just a name or address, or it could be that the form is designed to show a whole paragraph of information based on one field in a layout being filled out in your LEAP Matter.

For example, in a Case Information Statement, to have the information appear under “Income”, you need to fill out the information under the CIS Part C – income details table.



This will then do the calculations required and fill the information out in the Case Information Statement, as follows:


If you create a form and some information is not completed on the form, the first thing you should do is check that you have completed all information within the cards and layouts on your matter in LEAP.