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Your Card List

  • Sep 9, 2025
  • Knowledge

How To
 

You can search, sort and filter your cards along with other actions on LEAP Desktop, Web and Mobile. 

  • Desktop
  • Web
  • iPhone
  • iPad
  • Android

Search for Cards

 

To search, find or view contacts in LEAP Cards, follow these steps:

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Search for cards by entering the Name, Town/City or Card Type in the Search Cards field.

  3. Click Advanced Search on the toolbar for additional search options.

  4. The Advanced Card Search window will open.

    Enter your search terms in any of the additional search fields, then click Search.

 
Click to edit heading

Tick the Exact Match checkbox to search for an exact match to your query. 

  1. After opening a card from the search results, you will be able to edit the card details and view the matters that the card is currently assigned to.

Sort Your Card List

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. You can sort the Card List by Name, Town/City or Card Type. Click on the column header to sort the Card List by ascending or descending order.

Filter Your Card List

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Click  to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • Client
    • Other Side
    • Other Side's Attorney
    • Other
    • Recent Cards

    Select Other to filter by additional Card Types.

Conflict of Interest Check

 
 
 

We recommend that in addition to searching Cards, you should also conduct searches in Matters, People, Correspondence and Safe Custody (all located in the Home tab) for a more comprehensive check.

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Enter the name of the person or organization you want to do a conflict of interest check on in the Search Cards field.

    All cards containing the name of the person or organization you entered will display, however, the Search Cards field does not search for staff members contained in organization cards. To search for staff members in organization cards, conduct a separate search for People via Menu > Home > View People.

    The Card Type column displays the role of the person or organization in associated matters for cards that are present in matters that have not been archived. If a card is in any matter that was archived, its card type for that matter will not display. In this scenario, please visit the Matters tab from the card and tick the “Include Archived Matters” checkbox to view the archived matter.

    You will be able to use this information to decide whether there is a conflict of interest in the case you're dealing with.

Additional Options

 

Click User-added image to select from the following options:

  • Reset View
  • Show Deleted Cards
  • Letter Dear for new cards
    • Friendly
    • Formal

Click to print the card search with the following options:

  • Printer - Allows you to print the card list/search directly to the printer of your choice.
  • Screen - Displays a preview of the card list/search in XPS Viewer.

Search for Cards

 

  1. Click  > Home > under Cards > View Cards.

  2. Search for cards by entering the Short/Full Name or Town/City in the Search cards field.

  3. Click Advanced Search on the toolbar for additional search options.

  4. The Advanced Card Search window will open.

    Enter your search terms in any of the additional search fields, then click Search.

 
Click to edit heading

Tick the Exact Match checkbox to search for an exact match to your query. 

  1. After opening a card from the search results, you will be able to edit the card details and view the matters that the card is currently assigned to.

Filter Your Card List

 

  1. Click  > Home > under Cards > View Cards.

  2. Click  to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • Client
    • Other Side
    • Other Side's Attorney

Additional Options

 

Click to select from the following options:

  • Show Deleted - Any deleted cards will appear greyed out.

Click the printer icon to print the Card List. A PDF version of the Card List will open in a new browser tab, which you can then download to your PC or print.

Search for Cards

 
 
Click to edit heading

Tap Search matters or cards on the Home screen. You will also see a list of your recently opened matters and cards.

  1. Tap User-added image.

  2. Search for cards by entering the Short/Full Name in the Search field.

Filter Your Card List

 

  1. Tap User-added image.

  2. Tap to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • People
    • Organization
    • Client
    • Other Side
    • Other Side's Attorney

Search for Cards

 
 
Click to edit heading

Tap Search matters or cards on the Home screen. You will also see a list of your recently opened matters and cards.

  1. Tap User-added image.

  2. Search for cards by entering the Short/Full Name in the Search field.

Filter Your Card List

 

  1. Tap User-added image.

  2. Tap to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • People
    • Organization
    • Client
    • Other Side
    • Other Side's Attorney

Search for Cards

 
 
Click to edit heading

Tap Search matters or cards on the Home screen. You will also see a list of your recently opened matters and cards.

  1. Tap Cards.

  2. Search for cards by entering the Short/Full Name in the Search field.

Filter Your Card List

 

  1. Tap Cards.

  2. Tap to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • People
    • Organization
Last Modified Date
9/9/2025 8:52 PM
Title
Your Card List
URL Name
Your-Cards

Resolution
Card Management
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