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Bulk Matter Creation - Help Guide

  • 22/08/2024
  • Knowledge

How To
 
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Bulk Matter Creation app is an upcoming LEAP App that is currently undergoing beta testing. 

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The introduction of Bulk Matter Creation app provides tools for firms that will enable them to streamline their processes when it comes to the onboarding of new clients and their matters. They will also be able to efficiently manage these matters through the bulk updating functionality.

The app strongly extends the Recurring Matter Template functionality in LEAP.

The Bulk Matter Creation app includes:

  • Link related matters via a Recurring Matter Template
  • Bulk matter and card creation via CSV
  • Edit matter fields in bulk
  • Edit matter critical dates in bulk
  • Attach precedents

How to Enable

 

  1. From the LEAP Matter List, click the LEAP Menu > Marketplace.

    The LEAP Marketplace will open in a new window.

  2. From the All Apps section, select Bulk Matter Creation.

  3. Click Enable.

How to Access

 

  1. From the LEAP Matter List, click the LEAP Menu > Other > under Tools > Bulk Matter Creation.

    The Bulk Matter Creation app will open in a new window.

 
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For the first time only, Bulk Matter Creation will request permission access to some details required.

  1. Click Allow to continue.

Select Recurring Matter

 

The initial landing page will list all Recurring Matter Templates currently available in LEAP. Each Recurring Matter Template, is representative of a project where matters are linked together.

Click on a Recurring Matter to move onto the next view, where matters can be added.

 
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Recurring Matters with an Off The Plan matter type will be hidden from this list.

Add Matters

 

Bring existing matters into this project and manage it from one screen. Start by clicking on Add Matters, where you will be presented with two options:

Add Matters

From a Spreadsheet

 

  1. Browse and select your CSV file.

  2. Map the columns to the relevant LEAP fields.

 
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Green columns mean that they are matched with it's corresponding column in LEAP and Cards will be created if Client or Otherside fields are mapped. Review the data before importing.

  1. Click Next.

add matters field

From LEAP Matters

 

  1. Search or select matters to import.

  2. Click Next.

 
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Only matters that have the same matter type and state as the current Recurring Matter Template will appear in the list.

Edit Matters

 

  1. Select the desired Matters by clicking the checkbox on the left-hand side.

  2. Click Edit Matters.

    The Edit Matters window will open on the right.

  3. Select desired LEAP table type.

  4. Click + to add and edit LEAP fields from the dropdown.

  5. Click Save & Close.

  6. Click - to remove editing the field.

  7. Click Critical Dates, select date from the date picker.

  8. Click Save and Close.

Edit Matters

Attaching Documents

 

  1. From the LEAP Matter List, click the LEAP Menu > Home > Recurring Matters.

    The Recurring Matters will open in a new window.

  2. Select your Recurring Matter.

  3. In the Details & Correspondence tab, you may:

    • Create New Document e.g. Letter, File Note, etc.
    • Create Precedents via Forms & Precedents.

  4. The document(s) or precedent(s) will be added as Shortcuts with the Date column as Pending.

  5. Save & Close the matter.

  6. From the LEAP Matter List, click the LEAP Menu > Other > Bulk Matter Creation.

    The Bulk Matter Creation app will open in a new window.

  7. Select your Recurring Matter.

  8. Select the Matters by clicking the checkbox.

  9. Click Attach Precedents.

  10. Select the document(s) or precedent(s) you wish to attach.

  11. Click Save & Close.

Sorting and Searching

 

The Bulk Matter Creation application is designed to be flexible to meet your workflow's needs. To help you find what you're looking for, it provides two primary techniques for reducing the amount of content on display.

Sorting

You can sort the list by clicking any of the column headings.

Searching

You can search a keyword using the Search textbox at the top-left corner of the window and it will immediately filter the current view.

Sorting & Searching

Last Modified Date
22/08/2024 12:06 pm
Title
Bulk Matter Creation - Help Guide
URL Name
Bulk-Matter-Creation-Help-guide-AU

Resolution
App Marketplace

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