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Your Card List

  • Jul 26, 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:

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Search for cards by entering the Name, Town/City or Card Type in the Search Cards field.

  3. Click Advanced Search on the toolbar for additional search options.

  4. 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 License Number

 
Click to edit heading

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

  1. 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

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. 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

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Click  to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • Client
    • Other Side
    • Other Side's Attorney
    • 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 Safe Custody (all located in the Home tab) for a more comprehensive check.

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Enter the name of the person or organization you want to do a conflict of interest check on in the Search Cards field.

    All cards containing the name of the person or organization you entered will display, however, the Search Cards field does not search for staff members contained in organization cards. To search for staff members in organization cards, conduct a separate search for People via Menu > Home > View People.

    The Card Type column displays the role of the person or organization in associated matters for cards that are present in matters that have not been archived. If a card is in any matter that was archived, its card type for that matter will not display. In this scenario, please visit the Matters tab from the card and tick the “Include Archived Matters” checkbox to view the archived matter.

    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

 

  1. Click  > Home > under Cards > View Cards.

  2. Search for cards by entering the Short/Full Name or Town/City in the Search cards field.

  3. Click Advanced Search on the toolbar for additional search options.

  4. 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. 

  1. 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

 

  1. Click  > Home > under Cards > View Cards.

  2. 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

 

  1. Click  > Home > under Cards > View Cards.

  2. Click  to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • Client
    • Other Side
    • Other Side's Attorney

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 options:

  • 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.

  1. From the Home tab, tap Smart Search.

  2. 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. 

  1. Type your search query using natural language.

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

  2. 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

 

  1. From the Home tab, tap Search matter or cards.

  2. Tap Cards.

 
Click to edit heading

Alternatively, tap on Cards User-added image along the bottom.

  1. 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

 

  1. From the Home tab > tap Search matters or cards.

  2. Tap Cards at the top of the screen.

  3. Tap to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • People
    • Organization
    • Client
    • Other Side
    • Other Side's Attorney

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.

  1. From the Home tab, tap Smart Search.

  2. 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. 

  1. Type your search query using natural language.

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

  2. 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

 

  1. From the Home tab, tap Search matter or cards.

  2. Tap Cards.

 
Click to edit heading

Alternatively, tap on Cards User-added image along the bottom.

  1. 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

 

  1. From the Home tab > tap Search matters or cards.

  2. Tap Cards at the top of the screen.

  3. Tap to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • People
    • Organization
    • Client
    • Other Side
    • Other Side's Attorney

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.

  1. From the Home tab, tap Smart Search.

  2. 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.

  1. Type your search query using natural language.

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

  2. 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

 

  1. From the Home tab, tap Search matter or cards.

  2. Tap Cards.

 
Click to edit heading

Alternatively, tap on Cards along the bottom.

  1. 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

 

  1. From the Home tab > tap Search matters or cards.

  2. Tap Cards at the top of the screen.

  3. Tap to Filter your Card List.

    You can filter the Card List by the following:

    • All
    • People
    • Organization
Last Modified Date
7/26/2026 8:16 PM
Title
Your Card List
URL Name
Your-Cards

Resolution
Card Management
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Your Card List