Legal Aid Branch and User Set-up

26/02/2020
Knowledge

How To

Branch

The first thing that we will need to do is ensure that your branch is set up with a display name.

Click the LEAP Menu > Settings > Applications Settings.

Click onto Branch Offices.

From with branches displayed, click onto the first one and then use the Edit button.

Enter the required display name is entered and click Submit.

Note: You will need to ensure that a display name has been set for each branch that is listed.

Staff

Staff details can be updated within the Options area to include items such as roll numbers and grade.

Using the navigation menu, expand the Staff menu, and select Staff Members.

From the list of users select the staff member that you wish to update.
Using the Additional Details section, you can enter details such as fee-earners Roll Number, and Grade.

Repeat this step for all the fee-earners that you wish to update.

Legal Aid Matter and Firm Details

You will need to create a matter within LEAP in order that you monthly submission files can be saved into here. We recommend using the general option, under Practice Management for the matter type.

Assign a client ‘Legal Aid Internal’ and when the matter is created, make a note of the matter reference number.

Note: This matter is also useful for you to centralise any other legal aid internal documentation, such as internal legal aid check reports and audit reports.
If you are multi branch firm, you may wish to create a legal aid internal matter for each branch.

Now that we have the legal aid internal matter created there are certain legal aid elements, such as account numbers, schedule references and charging rates, that will need to be saved against your firm’s details.
These will be used when calculating time and fee items recorded on a matter, populating billing forms and for monthly submission generation. These are located within the Firm Details section, which can be accessed via the Tools menu.
Click the LEAP Menu > Settings > Firm Details.

If you have multiple branches, a list will appear for you to select the branch that you wish to update. If you only have one branch, then you will be taken directly into the firm details.

From the menu on the left-hand side of the screen click Legal Aid Details. Here you can enter details such as the default legal aid matter that you have set for submissions to be saved against, the charging rate, London or National, office account numbers, and schedule reference numbers.

Once you have completed all relevant details, click Legal Aid Contract Details on the left-hand side.

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Last Modified Date

26/02/2020 6:38 am

Title

Legal Aid Branch and User Set-up

URL Name

Legal-Aid-Branch-and-User-Set-up

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