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Your Matter List

  • Jul 26, 2026
  • Knowledge

How To
 

Learn how to search, sort and filter your matters along with other actions on LEAP Desktop, Web and Mobile. 

  • Desktop
  • Web
  • iPhone
  • iPad
  • Android
 
 

When you sign into LEAP Desktop, your Matter List will be displayed by default.

To bring the Matter List to front at any time, click User-added image while in any matter or use the keyboard shortcut Ctrl + M.

Search for Matters

 

  1. Search for matters by entering the Matter No, Client, Matter Type, Other, Staff initials, Status or State in the Search matters field.

    User-added image

  2. Click Advanced Search on the toolbar for additional search options such as the matter status.

    User-added image

  3. The Advanced Matter Search window will open.

  1. To search for property address details or title particulars, click Property Search on the Advanced Matter Search window. This will allow you to search for a matter using property details such as caveat number, volume, folio and additional criteria.

    By default, the Street Number will search for an Exact Match. Click on the (...) ellipsis icon on the top right to change it to Partial Match.

 
Click to edit heading

When searching any staff role filters, please note that only current staff members can be selected.

Sort Your Matter List

 

You can sort the Matter List by Matter No, Client, Matter Type, Other, Staff Responsible, Status or State. Click on the column header of each of those options to sort the Matter List by ascending or descending order.

When sorting the Matter List by the Other column, please note that the entry shown in the column will depend on the order of the tables in the matter.

To view your Matter List by Short Name or Full Name, click the three dots next to the Client tab and choose Short Name or Full Name from the options.

The staff column can be sorted to display the selected role; Person Credit, Person Responsible, Person Acting or Person Assisting.

User-added image

You can also hover over the staff initials icon to display the full name of the staff member.
User-added image

Click  next to the Matter No. column to Sort your Matter List.

You can sort the Matter List by the following:

  • Sort Numerically
  • Sort Alphabetically

Filter Your Matter List

 

Click User-added image to Filter your Matter List.

You can filter the Matter List by the following:

  • Current Matters
  • My Current Matters
  • Recently Viewed/Edited
  • Matters with Debtor Balance
  • Matters with Trust Funds
  • Matters with Unbilled Funds

Hover over My Current Matters, Matters with Trust Funds and Matters with Unbilled Funds for additional options.

 
Click to edit heading

Current Matters refers to any ongoing active matters. Matters marked with statuses including 'Not Proceeding' and 'Complete' will not appear under the Current Matters filter. Please note that Archived Matters will also not appear under the Current Matters filter.

 

You can view a list of all matters in the Matter List Report.

Group Your Matter List

 

Click Tools icon to Group your Matter List.

You can group the Matter List by the following:

  • Ungroup
  • Group By Status
  • Group By Client

Change Staff Roles of Current Matters in Bulk

 

You can change the staff roles of all current matters to other staff members.

  1. On the Matter List screen, click the ellipsis icon Tools icon on the top right and select Change Staff Role in Current Matters. This will launch the Change Staff Role in Current Matters window.

  2. In the Current Staff field, use the drop-down filter to select a Staff member whose role(s) will be reassigned.

    change staff role in current matters

  3. In the Change to field, use the drop-down filter to select a Staff member who will be allocated the transferred the role(s).

  4. Tick any of the relevant roles that need to be reassigned to the new staff member.

  5. Click OK.

 
Click to edit heading

Please note that this feature will only change the staff member assigned to the matters only. Documents, accounting transactions, appointments and tasks and other items will not be affected.

Change Staff Roles Assigned to a Matter

 

You can review the roles assigned to a Matter with these steps:

  1. Open the matter.

  2. From the Details & Correspondence tab, double-click the matter number under DETAILS to open the Matter Details window.

  3. Under the STAFF section, review the roles assigned to this matter.

    For example, go to the Person Responsible role, then click the selector icon to select a name from the Staff List.

  4. Click OK to save the changes.

  5. Save & Close the matter.

Notifications

 

If you have unread notifications for multiple matters, click on the bell icon User-added image on the top-right corner of the Matter List. View and manage the following matter notifications:

  • Appointments 
  • Tasks 
  • Changes to critical dates that you created an appointment for in your calendar
  • Comments from internal staff members set to notify you
  • Payment requests
  • InfoTrack orders received

Previous notifications are also displayed, allowing you to scroll back and see what you have missed.

Click  to refresh the Notifications window. The Last Updated timestamp will appear at the bottom of the window.

 
Click to edit heading

When viewing notifications in the Matter window, the Last Updated date and time will appear at the bottom of the Notifications window.

Click User-added image to view the following notification options:

  • Manage Notifications – Will take you to the Staff Members List for you to toggle on and off which notifications you wish to receive under the Notifications tab.
  • Enable Windows Notifications – Enable or disable Windows Notifications.
  • Show Notifications on Startup – Enable or disable for the Notifications window to launch when you start LEAP.
  • Show My Assigned Matters Only – Enable or disable to receive notifications only for the matters that are assigned to you. Assigned matters are where your role is in Credit/Responsible/Assisting/Acting.

Right clicking on a notification also gives you the option to hide specific matters.

To view notifications for the matter again, right click the matter from the Matter List and select Show Notifications for Matter.

 
Click to edit heading

Once notifications have been cleared, they cannot be viewed or retrieved.

Additional Options

 

Click Tools icon to select from the following options:

  • Print - Prints a list of your current LEAP Matters. Select whether you wish to send to your Printer or display on Screen.
  • Reload - Refreshes/redownloads the Matter List to update any missing or outdated matters.
  • Staff Column - Displays the Staff column within the Matter List. You can hover over Staff Column for additional options such as Show, Originating Attorney, Person Responsible, Person Acting or Person Assisting. 
  • Change Staff Role in Current Matters - Change the staff roles of current matters in bulk to other staff members.
  • On Double Click - Select whether you would like to open LEAP Productivity or LEAP Accounting when you double-click on a matter. This option also applies to opening matters from a transaction.
  • Show State Column - Displays the state column within the Matter List.
  • Reset View - Resets your LEAP window size and positioning.
  • Show Notifications on Startup - Displays the Notifications window upon logging into LEAP.
  • Show Deleted Matters - Displays any deleted matters in red within the Matter List. To restore a deleted matter, right-click on the matter and select Undelete.

Show Deleted Matters

 

To view deleted matters, click on the (...) ellipsis icon on the top right and select Show Deleted Matters.

 
Click to edit heading

When you sign into LEAP Web, your Matter List will be displayed by default.

To bring the Matter List to front at any time, click  while in any matter.

Search for Matters

 

  1. Search for matters by entering the Matter No, Client, Description, Other Side/Details, Staff or Status in the Search Current Matters field.

  2. The Advanced Search feature allows you to search for matters with additional criteria, such as instruction date or matter status.

Sort Your Matter List

 

You can sort the Matter List by Matter No, Client, Description, Other Side/Details, Staff, Status or State. Click on the column header to sort the Matter List by ascending or descending order.

Filter Your Matter List

 

Click the drop-down button  to Filter your Matter List.

You can filter the Matter List by the following:

  • Firm Matters
    • Current Matters
    • Non-Archived Matters
  • My Matters
    • My Current Matters
    • Matters with Debtor Balance
    • Recently Viewed/Edited
  • Accounting
    • Matters with Debtor Balance
    • Matters with Client Funds
    • Matters with Unbilled Funds

Hover over the headings to view additional filter options.

 
Click to edit heading

Current Matters refers to any ongoing/active matters. Matters marked with statuses including 'Not Proceeding' and 'Complete' will not appear under the Current Matters filter.

 

Please note that Archived Matters will also not appear under the Current Matters filter.

Group Your Matter List

 

Click the drop down button   to Group your Matter List.

You can group the Matter List by the following:

  • Ungroup
  • Status
  • Client
  • Staff

To view the details of the matters in the list, expand  or collapse  each group.

 
Click to edit heading

Hovering over the staff initials in the Credit column will display the full name of the staff member. 

Notifications

 

If you have unread notifications for multiple matters, click on the bell icon  on the top-right corner of the Matter List. View and manage the following matter notifications:

  • Comments from internal staff members set to notify you
  • Payment requests
  • InfoTrack orders received
  • Various Tasks and Appointments
  • Client Connect Shares

Previous notifications are also displayed, allowing you to scroll back and see what you have missed.

To view unread notifications for a specific matter, hover your mouse over the bell icon User-added image next to it on the Matter List. Click on a notification to open it.

Additional Options

 

Click to select from the following options:

Matters

  • Staff column > Show staff column - Displays the Staff column within the Matter List.
    • Show originating lawyer
    • Show person responsible
    • Show person acting
    • Show person assisting
  • Show state column
  • Show deleted matters - Any deleted matters will appear greyed out.
    • To restore a matter, right-click on the deleted matter and select Undelete.

Clients

  • Show client short name
  • Show client full name

Clicking  on the far right of each matter will display a drop-down list with the following options:

  • New matter - Creates a new matter.
  • View - Opens the matters' Details & Correspondence window.
  • View in new tab - Opens the matters' Details & Correspondence window in a separate web tab.
  • Create similar matter - Creates a similar matter based on the Matter Type currently on.
  • Create matter for [Client] - Creates a new matter using the client's details.
  • Archive matter - Opens the Archive Matters window, where up to 10 matters can be archived.
  • History of changes - Opens the History of Changes window for the selected matter.
  • Delete - Deletes a matter.

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

Search for Matters

 

Smart Search

 

Smart Search lets you search for matters using natural language instead of exact keywords. Simply describe what you're looking for in plain English, and Smart Search will identify the most relevant results.

  1. From the Home tab, tap Smart Search.

  2. Ensure you're on the Matters tab.

    You will see a list of your recently opened matters under Recent Matters.

 
Click to edit heading

When Smart Search is enabled, the Smart Search  icon will appear in the top-right corner.

  1. Type your search query using natural language.

    For example, 'John employment contract matter' or 'with file number 2002JS'.

  2. Tap to search. 

 
Click to edit heading

Tap the Smart Search  icon again to switch back to the standard matter search.

Search by Keyword

 

  1. From the Home tab, tap Search matter or cards.

  2. Ensure you're on the Matters tab.

  3. Search for matters by entering the Matter No, Client, Description, Other Side Details, or Status in the Search field.

 
Click to edit heading

Tap > Inc. Archived Matters to filter your search to include archived matters.

 
Click to edit heading

Only matters you have recently opened are displayed on the Matters tab at the bottom of the LEAP Mobile app. To find other matters, use Search as described above.

Sort Your Matter List

 

Tap User-added image to Sort your Matter List.

You can sort the Matter List by the following:

  • Matter Number
  • Matter Status
  • Matter Type
  • Matter Description
  • Client

And order the Matter List by the following:

  • Ascending
  • Descending

Filter Your Matter List

 

Tap User-added image to Filter your Matter List.

You can filter the Matter List by the following:

  • Matters
    • Current
    • Non-Archived
  • My Matters
    • Current
    • Responsible
    • Acting
    • Credit
    • Assisting
  • Accounting
    • With Trust Funds
    • With Unbilled Funds
 
Click to edit heading

Current Matters refer to all matters except those with a status of 'Archived' or 'Complete'.

Notifications

 

Tap User-added image to view and manage the following matter notifications:

  • Appointments 
  • Tasks 
  • Changes to critical dates that you created an appointment for in your calendar
  • Comments from internal staff members set to notify you
  • Payment requests
  • InfoTrack orders received

Previous notifications are also displayed.

Error: Chain validation failed

 

The error "Chain validation failed" occurs due to incorrect Date & Time settings on your phone. To resolve this issue, please set your time to Automatic based on your current region.

Search for Matters

 

Smart Search

 

Smart Search lets you search for matters using natural language instead of exact keywords. Simply describe what you're looking for in plain English, and Smart Search will identify the most relevant results.

  1. From the Home tab, tap Smart Search.

  2. Ensure you're on the Matters tab.

    You will see a list of your recently opened matters under Recent Matters.

 
Click to edit heading

When Smart Search is enabled, the Smart Search  icon will appear in the top-right corner.

  1. Type your search query using natural language.

    For example, 'John employment contract matter' or 'with file number 2002JS'.

  2. Tap to search. 

 
Click to edit heading

Tap the Smart Search  icon again to switch back to the standard matter search.

Search by Keyword

 

  1. From the Home tab, tap Search matter or cards.

  2. Ensure you're on the Matters tab.

  3. Search for matters by entering the Matter No, Client, Description, Other Side Details, or Status in the Search field.

 
Click to edit heading

Only matters you have recently opened are displayed on the Matters tab at the bottom of the LEAP Mobile app. To find other matters, use Search as described above.

Sort Your Matter List

 

Tap User-added image to Sort your Matter List.

You can sort the Matter List by the following:

  • Matter Number
  • Matter Status
  • Matter Type
  • Matter Description
  • Client

And order the Matter List by the following:

  • Ascending
  • Descending

Filter Your Matter List

 

Tap User-added image to Filter your Matter List.

You can filter the Matter List by the following:

  • Matters
    • Current
    • Non-Archived
  • My Matters
    • Current
    • Responsible
    • Acting
    • Credit
    • Assisting
  • Accounting
    • With Trust Funds
    • With Unbilled Funds
 
Click to edit heading

Current Matters refer to all matters except those with a status of 'Archived' or 'Complete'.

Notifications

 

Tap User-added image to view and manage the following matter notifications:

  • Appointments 
  • Tasks 
  • Changes to critical dates that you created an appointment for in your calendar
  • Comments from internal staff members set to notify you
  • Payment requests
  • InfoTrack orders received

Previous notifications are also displayed.

Error: Chain Validation Failed

 

The error "Chain validation failed" occurs due to incorrect Date & Time settings on your phone. To resolve this issue, please set your time to Automatic based on your current region.

Search for Matters

 

Smart Search

 

Smart Search lets you search for matters using natural language instead of exact keywords. Simply describe what you're looking for in plain English, and Smart Search will identify the most relevant results.

  1. From the Home tab, tap Smart Search.

  2. Ensure you're on the Matters tab.

 
Click to edit heading

When Smart Search is enabled, the Smart Search icon will appear in the top-right corner.

  1. Type your search query using natural language.

    For example, 'John employment contract matter' or 'with file number 2002JS'.

  2. Tap the send button to search.

 
Click to edit heading

Tap the Smart Search icon again to switch back to the standard matter search.

Search by Keyword

 

  1. From the Home tab, tap Search matter or cards.

  2. Ensure you're on the Matters tab.

  3. Search for matters by entering the Matter No, Client, Description, Other Side Details, or Status in the Search field.

 
Click to edit heading

Tap > Inc. Archived Matters to filter your search to include archived matters.

 
Click to edit heading

Only matters you have recently opened are displayed on the Matters tab at the bottom of the LEAP Mobile app. To find other matters, use Search as described above.

Sort Your Matter List

 

Tap to Sort your Matter List.

You can sort the Matter List by the following:

  • Matter Number
  • Matter Status
  • Matter Type
  • Matter Description
  • Matter Client

Filter Your Matter List

 

Tap  to Filter your Matter List.

You can filter the Matter List by the following:

  • Firm Matters
    • Current
    • Non-Archived
  • My Matters
    • My Current
    • Responsible
    • Acting
    • Credit
    • Assisting
 
Click to edit heading

Current Matters refer to all matters except those with a status of 'Archived' or 'Complete'.

Error: Chain Validation Failed

 

The error "Chain validation failed" occurs due to incorrect Date & Time settings on your phone. To resolve this issue, please set your time to Automatic based on your current region.

Last Modified Date
7/26/2026 8:16 PM
Title
Your Matter List
URL Name
Your-list-of-matters-US

Matter Management
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Your Matter List