Matter Management
Creating a Matter Your Matter List Archiving a Matter The Status of Your Matters Recurring Matter Templates Editing Table Types Using Custom Fields About Your Safe Custody Matter Details and Correspondence Financial Summary of a Matter What's New in LawConnect - July 2021 Properly Filling out Court Details Table for Litigation Matters About Document Packets Printing Matter Info LEAP Marketplace MA - Matter and Form Information Guides Beta Case Information Statement Guide - New Jersey Family NJ - Matter and Form Information Guides Viewing the History of a Matter Non-default Tables in a Matter Using FaceTime with LEAP Mobile FED - Matter and Form Information Guides NY - Matter and Form Information Guides Unprotecting Excel Documents Comparing Two Matter Versions
Forms & Templates
Creating Your Own Templates Inserting Fields into Documents/Templates Downloadable Quick Training Guides Updating LEAP LEAP for Word Add-in How to Use the New York State Motion Date Quick Calculator Forms and Templates Automation Installing Parallels Desktop on Your Mac Invoice Template Fields Explained Accessing and Opening Templates What is Content? How to Use the New Jersey State Motion Date Quick Calculator Creating and Editing Templates in LEAP Mobile Clause Library Template Folders Forms and Templates Feedback Who Manages the LEAP Forms and Templates? Forms and Templates Kept Up-to-Date Managing Template Updates Viewing Hidden Text in LEAP Forms Completing Your Matter - the Importance of Entering in the Data Subscribing to LEAP Matter Type & Form Updates MA - Matter and Form Information Guides Beta Case Information Statement Guide - New Jersey Family NJ - Matter and Form Information Guides
Correspondence
Cannot Create ActiveX Component Inserting Fields into Documents/Templates Saving and Re-saving Emails to a Matter LEAP Options in Outlook Explained Creating a New Email LawConnect - Sharing Documents Updating LEAP Resetting the Connection Between LEAP and Outlook LEAP for Word Add-in Correspondence Options Explained Adding Critical Dates Scanning Documents to LEAP Installing Parallels Desktop on Your Mac Object Reference Errors Importing a Document/Folder into a Matter LEAP Options in Word Explained Recovering Word Files Creating a Document/Letter for a Matter Exporting Documents Matter Details and Correspondence Saving PDFs to a Matter Sending an Email as a SMS LawConnect - Sharing Folders Searching for a Document Converting Documents to PDF
Calendar & Tasks
Updating LEAP The Status of Your Matters Adding Critical Dates Creating a Task Installing Parallels Desktop on Your Mac Creating a New Appointment Application Settings - Task Lists LawToolBox FAQs Video Meetings in Zoom Scheduling a New Meeting Video Meetings in Microsoft Teams Troubleshooting Calendar and Tasks How to Enter Dates in LEAP Opening Document Link in a Task
Time & Fee Recording
Timesheet Options Explained Creating a Special Fee Creating a Time Entry Creating a Fee Entry Reallocating Fees Searching for a Transaction LEAP Assistant Integration with Alexa Recording Time in LEAP Mobile Calling & Time Recording in LEAP Mobile Search Time and Fees Billing Rates Not Updating in Timesheets Timesheet Getting Stuck at Loading or Freezing When Attempting to Enter a Time Entry.
Operating Accounting
Creating an Invoice Setting Up QuickBooks with LEAP Modifying the Invoice Template Retainer & Credits Ledger Creating an Operating Account Payment Received Setting Up LEAP for E-Billing (LEDES) Setting Up and Creating an Invoice Mailing Printing and Setting a Format for Your Checks Creating an Expense Recovery Creating an Operating Account Expense Paid Charging Interest on Overdue Invoices About Linking to the General Ledger Using the General Ledger Link Invoice Template Fields Explained Changing Invoice Statuses in Bulk Setting Up Xero with LEAP Creating a Trust to Receivables Transfer Modifying Receipts in Word Billing Categories Creating an Operating Account Bank Deposit Creating a Split Invoice Creating an Operating Account Disbursement Journal Requesting and Authorizing an Expense or Payment Creating an Anticipated Expense About QuickBooks Integration
Trust Accounting
Reconciling Your Trust Account Creating a Trust Payment Received Creating a Trust Payment Paid Retained Trust Funds Creating a Trust to Receivables Transfer End of Month Procedure Creating a Trust Journal Transfer Requesting and Authorizing an Expense or Payment Separate Interest-Bearing Accounts and Transactions Creating a Trust Bank Deposit Financial Summary of a Matter LawConnect - Sharing Account Statements Using the Trust Bank Account Register Searching for a Transaction Setting Up Your IOLTA Interest Matter About Trust Funds Setting Payment/Expense Limits for Your Staff Printing/Emailing Trust Ledgers and Statements Online Payments - Creating a Trust Retainer Replenishment How to Receipt the Movement of Funds After Closing Your Separate Interest-Bearing Account Insufficient Security Permissions to Create This Transaction
Reports
Available LEAP Reports LEAP Reports: Overview and Functional Guide Matter Billing Guides Report Accounts Receivable Report Invoices Report Download Invoices Report Trust Accounts Bank Deposit Slip Report Bank Deposit Slips Report Statement of Account - Receivables Ledger Report Staff Time & Fees Activity Summary Report Billing Realization Summary Matter List Report Statement of Account - Summary Report Aged WIP Report Time & Fees Recorded by Staff Report Trust Bank Reconciliation Report Fee Contributions & Recovery Report Trust Account Payments Received Cash Book Report Card Details Report Trust Uncleared Funds Report Trust Trial Balance Report 10 Essential LEAP Reports Daily Time & Fees by Staff Report Client Details Report Operating Account Payments Received Report
Installing & Setting Up
LEAP Help Adding LEAP to Your Antivirus Exceptions List Application Settings - Staff Members Mac Computer System Requirements Updating LEAP LEAP for Word Add-in Application Settings - Integrations Installing Parallels Desktop on Your Mac Application Settings - Task Lists Application Settings - Accounting Application Settings - Matter Numbering Installing Power BI & LEAP Connector Application Settings - Invoice Changing Your Password Two-Factor Authentication (2FA) Downloading and Installing the LEAP Mobile App Billing Categories Application Settings - Overview Application Settings - Activity Codes Application Settings - Staff Subscriptions Downloading and Setting Up the Microsoft Word App on LEAP Mobile Application Settings - Bank Accounts Application Settings - Firm Details for Accounting Printouts LEAP System Tray Application LEAP Common Shortcut Keys and Functions
