- Reports
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How to Navigate LEAP Reports
- Document Packets and Document Register
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Safe Custody Document Packets and Register
- Archiving
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Archiving Matters
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Activity 1: Restoring an Archived Matter
- Short Course conclusion
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Request a demo
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Summary
Reporting
This final course will take you through the comprehensive collection of reports available to you in LEAP and how to use them to optimise your understanding of your firm’s performance.
Reporting
For simple organisation and accessibility, LEAP’s reports are grouped into matters and clients, trust, office and management. All reports have parameters that can be adjusted, allowing you to filter down further to display up-to-the-minute data.
In this final training course, you will also learn how to complete and archive matters in LEAP. You will learn, how to create document packets and keep track of your document register.