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CommunityWealthDocx: Has anyone figured out whether separate interviews in a single matter (e.g., a husband's interview and a wife's interview) can be opened simultaneously in LEAP? If so, how?

WealthDocx: Has anyone figured out whether separate interviews in a single matter (e.g., a husband's interview and a wife's interview) can be opened simultaneously in LEAP? If so, how?

Joseph Mitchiner (Customer) asked a question.

WealthDocx: Has anyone figured out whether separate interviews in a single matter (e.g., a husband's interview and a wife's interview) can be opened simultaneously in LEAP? If so, how?

  • William Knee (Customer)

    I have the same question, and the answer seems to be no, which is really unfortunate. I just switched to LEAP and WC and I am so far frustrated.

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WealthDocx: Has anyone figured out whether separate interviews in a single matter (e.g., a husband's interview and a wife's interview) can be opened simultaneously in LEAP? If so, how?