- Welcome to Training
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Introduction
- Foundations of LEAP
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Sign in Screen and Matter List window (Infographic)
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How to Access LEAP, Matter List and Search Functions
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Overview of Cards
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Creating a Person Card (Activity)
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Matter window (Infographic)
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Matter Overview
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Creating a Matter (Activity)
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Quiz 1
- Basics of LEAP
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New Document
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New Email
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Calendar and Tasks
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Changing Matter Status (Activity)
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Law Connect
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Guides and Precedents
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LEAP Features and Integrations
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New Comment (Activity)
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Quiz 2
- LEAP Accounting
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Financial Summary Overview (Infographic)
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Time and Fees Screen (Infographic)
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Timesheet
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Timesheet (Activity)
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Time and Fees
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Time Entry (Activity)
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Office Accounting Screen (Infographic)
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Disbursements
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Pre-billing, Invoicing and Receipting
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Office Payment Requests
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RapidPay Anticipated Deposits
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Trust Payment Request
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Trust Accounting Screen (Infographic)
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Quiz 3
- Reports, Options and Help
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The Menu
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Firm and Application Settings
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Document Packets and Registers
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Help and Support
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Community and Chat (Activity)
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Summary
- Feedback
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Survey
LEAP New User Training
This Course is designed for firms that are installed with LEAP, and have brought on a new starter or want to refresh their understanding of LEAP.
GETTING STARTED
Welcome to your LEAP Training
This Course is designed for firms that are installed with LEAP, and have brought on a new starter or want to refresh their understanding of LEAP.
In this comprehensive Course we will cover key LEAP features including:
Ø Signing In
Ø Setting up cards
Ø Setting up clients
Ø Opening a new matter
Ø Creating and sending new letters and emails
Ø Securely sharing documents with clients through LawConnect, LEAP’s online document management platform
Ø The use of ByLawyers Guides and Precedents (subscription required)
Ø Timesheets and Time Entries
Ø Invoicing
Ø The use of RapidPay, LEAP’s online payment system (subscription required)
Ø Office and Trust requests
Ø Information and Report Menu
Ø Different ways to access LEAP's Help & Support
This course will help you get the best start with LEAP!
Duration: 120 minutes