Menu Options in LEAP

Jun 13, 2025
Knowledge

How To

Desktop
Web
iPhone
iPad
Android

You will see a blue toolbar across the top of the window. This is called the LEAP navigation bar.

The icon on the far left User-added image is the main menu, where you can access the various features of LEAP, including Matters, Cards, Accounting, Reports and Settings.

There is a search bar located in the Home, Accounting, Other and Settings tabs of the Menu to help you find and access menu items quickly.

To switch between categories, click the category icon, then select a tool.

LEAP Menu updated.png

Click	to
	Display Matter, Card and Document tools.
	Display Operating Accounting, Trust Accounting, and General Accounting tools.
	Display the Reports Window in your default browser.
	Open the LEAP Marketplace, displaying a wide range of quality apps that add functionality and features to LEAP matters, cards and more.
	Display Legal Rates and other tools.
	Launches your default Browser, displaying the support page.
	Displays Firm Options, Application Settings and LawConnect Tools.
	Opens LEAP About page, listing the version number and username.
	Exit out of LEAP.

By clicking on your name, you can choose to sign out User-added image , which will take you to the sign in window.

You will see a blue toolbar across the top of the browser. This is called the LEAP navigation bar.

The icon on the far left is the app launcher, where you can access the various features of LEAP Web, including Matters, Cards, Accounting options and Reports.

To switch between apps, click the app launcher icon, then select an app.

Click	to
	Display the Home window to view Matters, Cards and People.
	Display the Accounting window to view the global General and Trust Accounting options.
	Launch LEAP Reports in a separate browser tab so that you can view your firm's reports. LEAP Reports is the same one you access from LEAP Desktop.
	Open the LEAP App Marketplace, displaying a wide range of quality apps that add functionality and features to LEAP matters, cards and more
	Display Online Payments Reminders and LawLytics Website.
	Launch the LEAP Help Center homepage.
	Display Firm Options, Application Settings and LawConnect Tools.
	Displays the LEAP Version.

Menu Options

Tap	So you can:
	Search for matters and cards, and view your appointments and tasks.
	Access and view all your matters. Search for a matter in the list by entering a keyword in the Search field.
	Access and view all your cards. Search for a card in the list by entering a keyword/name in the Search field.
	View and manage your matter notifications.
	Access help & support, options and settings. For more information, click here.

Quick Action Icons

	Start recording a Voice Memo.
	Start the timer to record a Time Entry.
	Select a matter and then create a New Appontiment.
	Select a matter and then create a New Task.
	Select a matter and then Scan Document.
	Select a matter and then create a New Time Entry.
	Select a matter and then create a New Fee.

Menu Options

Tap	So you can:
	Access and view all your matters. Search for a matter in the list by entering a keyword in the Search field.
	Access and view all your cards. Search for a card in the list by entering a keyword/name in the Search field.
	View and manage your matter notifications.
	Access help & support. For more information, click here.
	Access options and settings. For more information, click here.

Quick Action Icons

	Start recording a Voice Memo.
	Start the timer to record a Time Entry.
	Select a matter and then create a New Appontiment.
	Select a matter and then create a New Task.
	Select a matter and then Scan Document.
	Select a matter and then create a New Time Entry.
	Select a matter and then create a New Fee.

Menu Options

Tap	So you can:
	Search for matters and cards, and view your appointments and tasks.
	Access and view all your matters. Search for a matter in the list by entering a keyword in the Search field.
	Access and view all your cards. Search for a card in the list by entering a keyword/name in the Search field.
	Access help & support, options and settings. For more information, click here.

Quick Action Icons

	Start recording a Voice Memo.
	Start the timer to record a Time Entry.
	Select a matter and then create a New Appontiment.
	Select a matter and then create a New Task.
	Select a matter and then Scan Document.
	Select a matter and then create a New Time Entry.
	Select a matter and then create a New Fee.