LEAP Risk

How To

LEAP Risk is an AI-powered legal assistant designed to give lawyers deep, practical insights into the matters they manage. It provides a lawyer-curated list of risks clients typically face in these matters, and surfaces them in a clear, structured format, supported by insights from Matter AI and integrated with LEAP, launching directly from within the matter.

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LEAP Risk will automatically be enabled for specific Family Law, Estates, Property, and Personal Injury Matter types.

Why Use LEAP Risk?

The best way to answer this question is to illustrate several key Use Cases for the product.

Use Case 1: Rapid Evidence Assessment for a Specific Risk

Benefit:

For any Tier 3 (most granular) risk, surfaces an insight pane generated via Matter AI that includes:
- A summary of evidence supporting the existence of the risk
- Evidence for and against the client
- Evidence for and against the other side
- A list of the specific matter documents relied upon
- A clear statement when no evidence is identified
Compresses file review time by pointing directly to the relevant source documents.

Use Case 2: Junior Lawyer Capability and Consistency

Benefit:

Provides a lawyer-verified checklist of risks typical to the matter type, reducing reliance on guesswork.
Supports learning by showing:
- How risks are grouped conceptually (Tier 1/2/3)
- What evidence in the file tends to support/undermine particular risks
Encourages disciplined issue-spotting and reduces tunnel vision on the latest correspondence.

Use Case 3: Firm-Wide Risk Screening Across Active Matters

Benefit:

Provides a repeatable, matter-type-specific risk screening approach that can be applied as part of firm standards.
Creates a common language for risk discussions across the firm (Tiered structure + consistent risk titles/descriptions).
Helps identify matters that warrant escalation or earlier senior review.

Use Case 4: Taking Carriage of an Existing Matter

Benefit:

Reviews the matter as a whole and produces a structured overview of:
- Key risks that may drive the matter
- Issues requiring immediate attention
- Procedural or evidentiary weaknesses
- Areas where prior advice or conduct may expose the client (or the firm)
Helps the incoming lawyer triage without relying solely on piecemeal file reading or assumptions inherited from the prior lawyer.

How Does LEAP Risk Work?

LEAP Risk is only enabled for specific Matters and can be launched by clicking the button from the LEAP Ribbon > LEAP AI tab.

Open your LEAP Matter.
Make sure you're on the Details & Correspondence tab.
Click on the LEAP Risk icon found in the LEAP AI tab.

The LEAP Risk window will open.
The LEAP Risk window displays the:
- Details of the matter
- Search bar to search for a specific risk
- Top level risk categories for the particular matter type
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The numbers shown on the right of each category indicate how many sub risks each category contains. Each category has up to 3 tiers or risk levels, with the lowest level risk providing a description of the risk.
- The LEAP Risk window displays a 3 Tier list of risks typically found in the selected matter type.
  - Tier 1 contains high level risk categories;
  - Tier 2 breaks each of the high level tiers down into more granular risks;
  - Tier 3 provides a more detailed breakdown of each Tier 2 risk.
- Each risk includes a title and brief description. Clicking a Tier 1 risk expands the tree to reveal its Tier 2 risks, and clicking a Tier 2 risk displays the related Tier 3 risks.
Click on any of the tier 3/detailed risks to open the Client Insights panel.

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When you click on a detailed risk, the insight panel provides details about that risk in the matter - this is generated using Matter AI.

The insight for each risks provides the following:

a.      A summary of the evidence that supports the existence of the risk

b.      A summary of the evidence for and against the client, and the evidence for and against the other side

c.      List of all the documents in the matter that were used to generate the insight

d.      If no evidence of the risks is present a statement saying so is returned.