Recurring Matters
Create new matters from a template built by you
Save time and streamline your firm's workflow by creating recurring matters that are customised and set to the specifications of your firm
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Work productively with preconfigured matter types
LEAP provides you with preconfigured matter types, including the fields of information needed to run a typical matter and the precedents typically used within that matter type. With LEAP, you can work more productively knowing that matter type information and precedents are always kept up to date for you by our dedicated content team.
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Save time with recurring matter templates
Recurring matters are LEAP's solution to efficient workflow – customised and set to the specifications of your firm, allowing you to create a suite of templates for the typical type of matter that your firm creates. These recurring matter templates include standardised matter data, folder structures and documents - acting as a workflow guide so that all your firm's matters follow a streamlined approach.
Once created, these recurring matter templates can be used by all staff to dramatically reduce the time taken to start a new matter - allowing for the easy training of new staff members and increasing your firm's standards of efficiency.
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Easy identification for future reference
Ensuring that you and your staff are on the same page is essential to your firm's efficiency and productivity. Recurring matters can be named using a familiar naming convention for quick identification by your staff in the future. Folders can also be set for consistency across all of your matters, ensuring you and your staff are able to both save and find documents quickly.
Managing your recurring matters
Streamlining your firm's processes and managing your recurring matters is easy with LEAP. After you've created a recurring matter template, you can create a new matters directly from this template.
Modify your recurring matter templates at any time - whether it's renaming them or amending the prefilled data. Recurring matter templates can also be conveniently deleted or restored at any time.
Maintaining quality and consistency
By standardising the majority of the work your staff members do, your law firm can set their own standards for what quality looks like and maintain this level of quality across the board - a highly useful tool when inducting new staff members.
As well as maintaining a standard of workflow among your staff, taking advantage of recurring matter templates with standardised matter data, folders and documents significantly reduces the many compliance risks that firms may face.
Join the 61,000+ practitioners who are already using LEAP
Book your no-obligation demonstration online today or call us for more information on 1300 607 625.