Completing Your Matter - the Importance of Entering in the Data

Apr 20, 2026
Knowledge

How To

Understanding the importance of entering in the data required to complete your matter.

Overview

All matter types in LEAP are pre-configured based on the area of law that you select.

When you create a new matter and select your matter type, it populates a set of card tables and data entry tables (“layouts”) that capture the information that is required for that particular matter.

All of the LEAP Forms are designed around this information being filled out in full in your matters.

The forms are automated with either simple fields which are just bringing in a name or address, or it could be that the form is designed to show a whole paragraph of information based on one field in a layout being filled out in your LEAP matter.

Example

For example, in a Divorce matter, you select the Grounds under Divorce details, which is one field by selecting from a drop-down menu.

When you create the Complaint for Divorce (with Children), based on the selection made for the Grounds, it populates the appropriate paragraph to insert into the document. We can see that the Irreconcilable Differences ground we selected in Divorce Details is in the Complaint as paragraph 5.

Using AI to Enter Data

The Matter AI Layout filler helps you populate fields within tables using information from the Correspondence saved within the matter.

When entering data into a table, such as Property or Contract details, you can click the "Populate from Correspondence" button. This prompts the AI to scan all correspondence items within the matter and automatically fill in any relevant fields.

Once the fields have been populated, you can review the suggested content and Accept All or Reject All populated results or approve individual fields as required by clicking or .
If there is no data, the field will remain blank.
Where you see a Document icon in the field, you can hover over it to view the source of the data.

Click to edit heading

Please note this feature currently does not populate dates, dropdown lists, checkboxes or radio buttons on layouts; these fields will still need to be completed manually.

Click to edit heading

If this is the first time you are using Matter Al, you will need to read and agree to the terms and conditions before proceeding. This requirement is only necessary once.

Conclusion

This is why it is so important that you fill out as much information as possible on all of your matters in LEAP. Whether this is when you first create the matter, or as you gain the information throughout the duration of the matter.

If you create a form and find that there is some information is not completed on the form, the first thing you should do is check that you have completed all information within the cards and layouts on your matter in LEAP.

Last Modified Date

4/20/2026 11:48 PM

Title

Completing Your Matter - the Importance of Entering in the Data

URL Name

Completing-your-matter-the-importance-of-entering-in-the-data-US

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