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CommunityNew to LEAP: Trying to mark old files that transferred over as "closed". Cannot find instructions. Any suggestions? I would love to learn there is a bulk option and case by case instructions as well. Thank you all.
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New to LEAP: Trying to mark old files that transferred over as "closed". Cannot find instructions. Any suggestions? I would love to learn there is a bulk option and case by case instructions as well. Thank you all.

  • Lori Villiarola (LEAP)

    Hello @Anita O'Meara (Customer)​! Thank you for reaching out to us on our community page. Are you trying to make the cases active again, or just change to a new status? Regardless you would do this under the calendar and tasks tab. You would locate the closed date and remove it, this will make the matter active again. If you have any additional questions, please reach out to us via support chat or send an email to: support@leap.us.

     

    Kind Regards,

     

    Lori Villiarola

    Help Desk Technician

    Expand Post
    Selected as Best

  • Lori Villiarola (LEAP)

    Hello @Anita O'Meara (Customer)​! Thank you for reaching out to us on our community page. Are you trying to make the cases active again, or just change to a new status? Regardless you would do this under the calendar and tasks tab. You would locate the closed date and remove it, this will make the matter active again. If you have any additional questions, please reach out to us via support chat or send an email to: support@leap.us.

     

    Kind Regards,

     

    Lori Villiarola

    Help Desk Technician

    Expand Post
    Selected as Best

    • Anita O'Meara (Customer)

      Hello. I am looking for the calendar to set up a time to discuss an issue.

      Regards, Anita

      Anita Fulwiler O’Meara
      The O’Meara Law Firm, PC
      SCHEDULED APPOINTMENTS ONLY:
      Lukens Executive Office Building MAILING ADDRESS:
      50 South First Avenue, Room 112 P. O. Box 209
      Coatesville, PA 19320 Unionville, PA 19375
      P: 610.383.4008 F: 484.713.6738
      Email:       aomeara@theomearalawfirm.com<mailto:aomeara@theomearalawfirm.com>
      www.theomearalawfirm.com<http://www.theomearalawfirm.com/>

      [cid:      image001.jpg@01DB10D6.415755D0][cid:image002.png@01DB10D6.415755D0]
      WARNING TO CLIENTS: The attorney-client privilege which protects the confidentiality of this communication may be lost by forwarding this e-mail to others. Do not forward this e-mail without first consulting the sender.
      ASSISTANCE NOTICE TO ALL RECIPIENTS: This message, along with any attachments, may be confidential or legally privileged. It is intended only for the named person(s), who is/are the only authorized recipients. If this message has reached you in error, kindly destroy it without review and notify the sender immediately. Thank You for your help.
      Expand Post

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New to LEAP: Trying to mark old files that transferred over as "closed". Cannot find instructions. Any suggestions? I would love to learn there is a bulk option and case by case instructions as well. Thank you all.