Your Card List

Jul 27, 2026
Knowledge

How To

You can search, sort and filter your cards along with other actions on LEAP Desktop, Web and Mobile.

Desktop
Web
iPhone
iPad
Android

Search for Cards

To search, find or view contacts in LEAP Cards, follow these steps:

Click the LEAP Menu > Home > under Cards > View Cards.
Search for cards by entering the Name, Town/City or Card Type in the Search Cards field.
Click Advanced Search on the toolbar for additional search options.
The Advanced Card Search window will open.

Enter your search terms in any of the additional search fields, then click Search.
Click to edit heading
Additional fields have been added to the Advanced Card Search window, which now includes:
- Previous Name
- Date of Birth
- Passport Number
- Drivers Licence Number
- National Insurance No.

Click to edit heading

Tick the Exact Match checkbox to search for an exact match to your query.

After opening a card from the search results, you will be able to edit the card details and view the matters that the card is currently assigned to.

Sort Your Card List

Click the LEAP Menu > Home > under Cards > View Cards.
You can sort the Card List by Name, Town/City or Card Type. Click on the column header to sort the Card List by ascending or descending order.

Filter Your Card List

Click the LEAP Menu > Home > under Cards > View Cards.
Click to Filter your Card List.

You can filter the Card List by the following:
- All
- Client
- Other Side
- Other Side's Solicitor
- Other
- Recent Cards
Select Other to filter by additional Card Types.

Conflict of Interest Check

We recommend that in addition to searching Cards, you should also conduct searches in Matters, People, Correspondence and Document Register (all located in the Home tab) for a more comprehensive check.

Click the LEAP Menu > Home > under Cards > View Cards.
Enter the name of the person or organisation you want to do a conflict of interest check on in the Search Cards field.

All cards containing the name of the person or organisation you entered will display.

The Card Type column displays the role of the person or organisation in associated matters.

You will be able to use this information to decide whether there is a conflict of interest in the case you're dealing with.

Additional Options

Click User-added image to select from the following options:

Reset View
Show Deleted Cards
Letter Dear for new cards
- Friendly
- Formal

Click to print the card search with the following options:

Printer - Allows you to print the card list/search directly to the printer of your choice.
Screen - Displays a preview of the card list/search in XPS Viewer.

Search for Cards

Click > Home > under Cards > View Cards.
Search for cards by entering the Short/Full Name or Town/City in the Search cards field.
Click Advanced Search on the toolbar for additional search options.
The Advanced Card Search window will open.

Enter your search terms in any of the additional search fields, then click Search.

Click to edit heading

Tick the Exact Match checkbox to search for an exact match to your query.

After selecting a card from the search results, its details will appear on the right side of the window.

You can edit these details and view the matters to which the card is currently assigned.

Sort Your Card List

Click > Home > under Cards > View Cards.
You can sort the Card List by Name or Suburb. Click on the column header to sort the Card List by ascending or descending order.

Filter Your Card List

Click > Home > under Cards > View Cards.
Click to Filter your Card List.

You can filter the Card List by the following:
- All
- Client
- Other Side
- Other Side's Solicitor

Additional Options

Click in the top-right to select from the following options:

'Letter Dear' for new cards
- Friendly
- Formal

Click the printer icon to print the Card List. A PDF version of the Card List will open in a new browser tab, which you can then download to your PC or print.

Click to select from the following Actions & Settings:

Show Deleted - Any deleted cards will appear greyed out.

Search for Cards

Smart Search

Smart Search lets you search for cards using natural language instead of exact keywords. Simply describe what you're looking for in plain English, and Smart Search will identify the most relevant results.

From the Home tab, tap Smart Search.
Tap Cards.

You will see a list of your recently opened cards under Recent Cards.

Click to edit heading

When Smart Search is enabled, the Smart Search icon will appear in the top-right corner.

Type your search query using natural language.

For example, 'Contacts relating to matter with file number...' or 'Jane born in 1959'.
Tap to search.

Click to edit heading

Tap the Smart Search icon again to switch back to the standard card keyword search.

Search by Keyword

From the Home tab, tap Search matter or cards.
Tap Cards.

Click to edit heading

Alternatively, tap on Cards along the bottom.

Search for cards by entering the client's name/surname in the Search field.

Click to edit heading

Cards that have been created, modified, or viewed recently under Cards > Recent Cards.
When you search for a client, the app first looks for recent cards. If no results are found, you can perform an online search.

Filter Your Card List

From the Home tab > tap Search matters or cards.
Tap Cards at the top of the screen.
Tap to Filter your Card List.

You can filter the Card List by the following:
- All
- People
- Organisation
- Client
- Other Side
- Other Side's Solicitor

Search for Cards

Smart Search

From the Home tab, tap Smart Search.
Tap Cards.

You will see a list of your recently opened cards under Recent Cards.

Click to edit heading

When Smart Search is enabled, the Smart Search icon will appear in the top-right corner.

Type your search query using natural language.

For example, 'Contacts relating to matter with file number...' or 'Jane born in 1959'.
Type your search query using natural language.

For example, 'Contacts relating to matter with file number...' or 'Jane born in 1959'.

Click to edit heading

Tap the Smart Search icon again to switch back to the standard card keyword search.

Search by Keyword

From the Home tab, tap Search matter or cards.
Tap Cards.

Click to edit heading

Alternatively, tap on Cards along the bottom.

Search for cards by entering the client's name/surname in the Search field.

Click to edit heading

Cards that have been created, modified, or viewed recently under Cards > Recent Cards.
When you search for a client, the app first looks for recent cards. If no results are found, you can perform an online search.

Filter Your Card List

From the Home tab > tap Search matters or cards.
Tap Cards at the top of the screen.
Tap to Filter your Card List.

You can filter the Card List by the following:
- All
- People
- Organisation
- Client
- Other Side
- Other Side's Solicitor

Search for Cards

Smart Search

From the Home tab, tap Smart Search.
Tap Cards.

You will see a list of your recently opened cards under Recent Cards.

Click to edit heading

When Smart Search is enabled, the Smart Search icon will appear in the top-right corner.

Type your search query using natural language.

For example, 'Contacts relating to matter with file number...' or 'Jane born in 1959'.
Tap the send button to search.

Click to edit heading

Tap the Smart Search icon again to switch back to the standard card keyword search.

Search by Keyword

From the Home tab, tap Search matter or cards.
Tap Cards.

Click to edit heading

Alternatively, tap on Cards along the bottom.

Search for cards by entering the client's name/surname in the Search field.

Click to edit heading

Cards that have been created, modified, or viewed recently are displayed at the top under Recent Cards.
When you search for a client, the app first looks for recent cards. If no results are found, you can perform an online search.

Filter Your Card List

From the Home tab > tap Search matters or cards.
Tap Cards at the top of the screen.
Tap to Filter your Card List.

You can filter the Card List by the following:
- All
- People
- Organisation

Last Modified Date

27/07/2026 12:16 AM

Title

Your Card List

URL Name

Your-cards-UK

Resolution

Your Card List

Information

Search for Cards

Click to edit heading

Click to edit heading

Sort Your Card List

Filter Your Card List

Conflict of Interest Check

Additional Options

Search for Cards

Click to edit heading

Sort Your Card List

Filter Your Card List

Additional Options

Search for Cards

Smart Search

Click to edit heading

Click to edit heading

Search by Keyword

Click to edit heading

Click to edit heading

Filter Your Card List

Search for Cards

Smart Search

Click to edit heading

Click to edit heading

Search by Keyword

Click to edit heading

Click to edit heading

Filter Your Card List

Search for Cards

Smart Search

Click to edit heading

Click to edit heading

Search by Keyword

Click to edit heading

Click to edit heading

Filter Your Card List

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