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Recurring Matter Templates

  • 16/03/2026
  • Knowledge

How To
 

You can create recurring matter templates and new matters based off them on LEAP Desktop.

  • Desktop
  • Web

Create a New Recurring Matter Template

 
 
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You can create a recurring matter template where repetitive data is entered on a regular basis. For example, you may be acting for a property developer who is selling multiple properties within a sub-division or estate. For a matter like this, you would have a lot of repetitive data such as the property information and agent's details. You can also include standard letters, documents, critical dates and tasks that are frequently used.

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Click New.

  3. Enter a name for the new Recurring Matter Template.

  4. Click OK.

  5. Enter the matter details for the Recurring Matter Template as you would when creating a new matter. This can include attributes such as restricting the matter to certain users.

  6. You can add standard letters/documents or precedents to the Recurring Matter Template, if required.

    Click on the New Document or Forms & Precedents button to select the relevant documents you would like to add.

    These will be added to the matter's Correspondence List ready for use after matter creation. Documents added to the Recurring Matter Template will display as Pending until modified.

    You can also add a specific folder structure to the Recurring Matter Template.

 
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Please note that precedents cannot be created or edited from the Recurring Matter Template window.

  1. Enter any relevant Critical Dates via the Calendar & Tasks tab, if required.

  2. To add tasks to the Recurring Matter Template, click New Task via the Calendar & Tasks tab.

    The Create Task Template window will open.

 
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For more information on adding tasks within a Recurring Matter Template, please see the section Create a Task in a Recurring Matter Template below.

  1. Attach any special fees to the matter, if required.

    For more information regarding attaching special fees, please click here.

  2. Click Save & Close.

Create a New Matter Using a Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Select the recurring matter template then click New Matter from Recurring.

  3. Enter any additional information as you would when creating a new matter.

  4. Click Save & Close.

Modify a Recurring Matter Template

 
 
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Any changes you make to a recurring matter template will only be included in matters that are created after the changes are made. The changes won't be included in previously created matters (this includes standard letters, documents, critical dates and tasks).

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Modify.

  3. Modify the recurring matter template.

  4. Click Save & Close.

Create a Task in a Recurring Matter Template

 

You can create Tasks in your Recurring Matter Template and use them to denote important milestones and dates in different categories of matters, similar to Critical Dates in LEAP's built-in matter types. This allows you to add additional dates to the Calendar & Tasks tab. Please see below for how to add a Task to a Recurring Matter Template:

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Modify.

  3. Click the Calendar & Tasks tab.

  4. Click New Task.

    The Create Task Template window will open.

  5. Enter the Subject.

  6. Select who it will be Assigned To.

  7. (Optional) Click to find and select a Precedent.

  8. (Optional) Set a Due Date from the matter creation date.

  9. Click OK.

Rename a Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Rename.

  3. Rename the recurring matter template.

  4. Click OK.

Delete a Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Delete.

  3. Confirm the deletion.

Restore a Deleted Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Click User-added image and select Show Deleted Recurring Matter Templates.

  3. Right-click the deleted recurring matter template and select Undelete.

  4. Confirm the action.

 
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If you experience issues where recurring matter templates load with incorrect information, please refer to the below steps to resolve the issue

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates. The Recurring Matter Template List will open.
  2. Right-click the recurring matter template and select Modify.
  3. Add a document to the template.
  4. Click Save & Close.
  5. In the Recurring Matter Template list, open the template in Modify mode again.
  6. Remove the document and save the template again.

Create a New Recurring Matter Template

 
 
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Any changes made to the Recurring Matter Template will be saved automatically.

  1. Click > Home > View Recurring Matters.

    The Recurring Matters window will open.

  2. Click New.

  3. Enter a name and then press Enter when done.

    The Matter Type window will open.

  4. Complete the details for the recurring matter template as you would when creating a new matter.

  5. Include all standard letters, documents and critical dates to the template, if required.

Create a New Matter Using a Recurring Matter Template

 

  1. Click > Home > View Recurring Matters.

    The Recurring Matters window will open.

  2. Click on the right of a recurring matter template and select New Matter from this Recurring Matter.

  3. Enter any additional information as you would when creating a new matter.

  4. After entering or loading a Card, click Save.

    The matter will now be created and appear on your matter list.

Modify a Recurring Matter Template

 
 
Click to edit heading

Any changes you make to a recurring matter template will only be included in matters that are created after the changes are made. The changes won't be included in previously created matters (this includes standard letters, documents and critical dates).

  1. Click > Home > View Recurring Matters.

    The Recurring Matters window will open.

  2. Click on the right of a recurring matter template and select Modify.

    You may also simply left-click the recurring matter template to modify.

Rename a Recurring Matter Template

 

  1. Click > Home > View Recurring Matters.

    The Recurring Matters window will open.

  2. Click on the right of a recurring matter template and select Rename.

  3. Rename the recurring matter template and press Enter.

Delete a Recurring Matter Template

 

  1. Click > Home > View Recurring Matters.

    The Recurring Matters window will open.

  2. Click on the right of a recurring matter template and select Delete.

Last Modified Date
16/03/2026 10:23 pm
Title
Recurring Matter Templates
URL Name
Recurring-Matters-CA

Resolution
Matter Management
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Recurring Matter Templates