Information

How To

Here's a comprehensive list of LEAP reports, categorised into four main groups: Matters & Clients, Client Funds, Office and Management.

For general instructions on how to utilise LEAP reports, please refer to this article.
For information on Staff permission settings for reports, please consult this article.

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Latest Change:

The Time and Fees List Report now features enhanced functionality:

Users can now precisely refine results by specifying a particular Activity Code or filtering entries created by a specific staff member (Created by Staff).
The report provides the option to group results either by Created by Staff or by Activity Code (in addition to Staff).
To facilitate comprehensive insights, both Created by Staff and Activity Code are included as two new fields.

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In general, you can access LEAP reports by navigating to the LEAP Menu > Reports, with the following three exceptions:

Cost Recovery Listing Report: Located at LEAP Menu > Accounting > under Office Accounting > Cost Recoveries > Search > .
Document Packets Report: Located at LEAP Menu > Home > under Documents > Document Packets > Search > .
Time and Fees List Report: Located at LEAP Menu > Accounting > under Office Accounting > Time & Fees > Search > .

The three reports are all marked with an asterisk (*) below.

Please also note that the report list closely follows the order of items in the Reports window.

Matters & Clients

Conveyancing

Estate Agents Report	List of all agents entered for matters including the agent staff's email.
Current Conveyancing Matters	List of all active conveyancing matters including the property address.
Matters Due for Completion	List of conveyancing matters due for completion based on the completion date in the Calendar & Tasks tab of the matter.
Matters Due for Exchange	List of all conveyancing matters due for exchange with outstanding or upcoming exchange dates based on the Exchange date entered in the matter details.
Exchanged Matters	List of conveyancing matters that have been exchanged based on the Exchange date in the Calendar & Tasks tab of the matter.

Client & Cards

Client Details	List of all clients including contact details filterable by matter category and type as well as person responsible and person acting.
Card Details	List of all cards including contact details filterable by card type, state, suburb and marketing consent.

Other Matters & Clients Reports

Closed Matters	List of all closed matters within a specified period based on the completion date entered in the matter details.
Matters by Last Activity	List of all matters that have had no listed activity - no information, documents or fee activities added/modified - since a definable date.
Matter List	List of all matters based on type and/or person acting and/or responsible.

Matters Opened	List of all matters opened within a specified period based on type and/or person acting and/or responsible and status.
Work Obtained by Referrer	List of fees recorded, invoiced and recovered for matters obtained through referral.
Document Register	List of all items in the document register including the document packet.
Cost Agreement Received and Outstanding	List of all matters that have the cost agreement required option ticked in the matter details.
Archived Matters	List of all archived matters including archived date, location, box number and date of destruction.

Matter Tasks	List of all tasks for matters including due dates based on the assigned staff member.
Critical Dates	List of all critical matter dates based on the critical dates listed in the Calendar & Tasks tab of the matter. The dates can be grouped by person acting or responsible for the matter.
Appointments	Displays a list of appointments for the selected date range.
Client Overview	List of clients including their financial information and matter details.
Compliance Report	Displays a list of matters with Compliance details including Anti-Money Laundering Check, Conflict Check and Risk Indicator.

Document Packets Report*	A printout of the results of the search screen for document packets.

Client Funds

Client Accounts End of Month

General Client Account End of Month	General Client Account end of month reports.
Client Account End of Month	Client account specific end of month reports.
View Previous Trust EOMs	Review historical end of month reports.

Separate Designated Client Accounts

Separate Designated Client Accounts Statement	Prints statements for all separate designated client accounts with balances in a selected period.
Separate Designated Client Accounts Ledger	Prints ledger for multiple separate designated client accounts.
Separate Designated Client Accounts Listing of Accounts	List of all separate designated client accounts with current balance.
Separate Designated Client Accounts Control Account	List of all the separate designated client account transactions within a definable period.

Other Client Funds Reports

Client Accounts Audit Report	An audit report detailing all the client funds activities.
Client Accounts Bank Deposit Slip	Re-print past bank deposit slips.
Dormant Matters with Client Account Balances	List of inactive matters with outstanding client account balances.
Protected Client Accounts	List of active protected client funds by matter.
RapidPay Receipts - Client Accounts	List of all receipts made to Client Funds ledger with payments from RapidPay.

Client Accounts Bank Reconciliation	Re-print previous bank reconciliation reports.
Client Payments Cash Book	Lists all payments made from the client funds account.
Client Receipts Cash Book	Lists all receipts made to the client fund account.
Client Accounts Journals	Lists all journal transfers of client funds made between matters.
Client Account Ledger	Client account ledger printout for multiple clients.
Client Accounts Overdrawn	Shows matters that had an overdrawn client funds ledger within a selected period.
Client Fund Requests - Unpaid	Lists the status of RapidPay Client Funds Request requisitions allowing users to keep track of requests and initiate further reminder activity where warranted.

Client Accounts Receipts	Prints all receipts with selected date range.
Client Accounts Statements	Prints statements for all matters with balances within selected period.
Client Accounts Trial Balance	List of client account balances by matter showing overall total client funds held.
Client Accounts Trial Balance by Client	List of Client account balances by client showing overall total client funds held.
Client Accounts Uncleared Funds	Client funds receipts banked but not yet available as at a defined date.
Potential Client Accounts to Office Transfer	List of all matters with outstanding balances and available client funds.
Bank Account Register	List of client payments, client receipts and client bank deposits.

Office

Aged Debtors Report	List of aged debtors (ie., any client with an outstanding invoice is listed).
Aged Disbursements Report	Provides a detailed breakdown of aged disbursements including Cost Recoveries, Payments, Anticipated Payments and Journals.
Aged WIP Report	List of aged work in progress (WIP) for all matters.
Aged WIP & Disbursements Report	Provides a detailed breakdown of Aged WIP and Disbursements including Time & Fees, Cost Recoveries, Anticipated Payments, Payments and Disbursement Journals.
Anticipated Payments	List of all anticipated payments displaying invoiced and paid status.
Invoices Report	List of all fees and disbursements on invoices along with the adjustment and received receipt total.
Matters Financial Summary with Ageing	Summary of all balances on each matter with ageing information where available.
Disbursements Report	A list of Disbursement Transactions created within the selected date range.

Pre Billing Guides	Provides an overview of the financial status of the matter/client before billing them to ensure that you'll capture all the unbilled balances.
Pre-Billing Summary	A summary of Billed and Billable figures with hyperlinks to individual Pre-Billing Guides for the purpose of reviewing accrued balances.
Matter Balances	Total matter balances broken down by type.
Office Receipts Report	List of all receipts made to office ledger.
RapidPay Receipts – Office	Lists all RapidPay office receipts.
RapidPay Reference Lookup	Provides RapidPay reference numbers and their corresponding invoice, statement, and matter number.
Office Payments Report	List of all payments made from the office and credit ledger.
Print Invoices	Print invoices within a date range.

Print Bank Deposit Slip	Re-print past bank deposit slips.
Combined Matter Ledger with Balances	Combined matter ledger with balances for matter as at date.
Print Receipts	Print receipts within a date range.
Statement of Account	Prints statement of account for selected matters.
Statement of Account Debtors Ledger	Prints statements for all transactions on the matter debtor ledger within a specified period.
Nominal Journal Movements	List of journals transferred to Xero or QuickBooks displaying the amounts entered for the nominal ledger codes.
Firm Exposure by Client	Summary of balances outstanding on each matter showing the total exposure to the firm for the matter.
Accrual Debtor Xero Validation	Summary of debtor journals transferred to Xero or QuickBooks.

Cost Recovery Listing Report*	A printout of the results of the firm-wide search screen for cost recoveries.
Time and Fees List Report*	A printout of the results of the firm-wide search screen for Time & Fees.

Management

Staff Invoiced Funds	Compares the total amount invoiced to the total amount of fees invoiced by individual staff members for selected matters within a specified period.
Staff Receipted Funds	Compares the total amount invoiced to the total amount receipted against the invoice by individual staff members for selected matters within a specified period.
Invoice Variance Report	Displays discrepancies between recorded professional fees and their billed amounts within a specified time frame.
Time & Fees Analysis	Yearly and monthly comparison for time entered, time & fees invoiced, time & fees received for selected staff members within a specified period.
Staff Time & Fees Activity Summary	List of time and fee entries made by individual staff members for a specified period based on task code.
Time & Fees Recorded by Staff	Daily total of billable and non-billable time and fees recorded by all staff members for a selected week. Track and compare monthly and year-to-date billable and non-billable amounts.
Daily Time & Fees by Staff	Daily Breakdown of billable and non-billable fees recorded by a staff member over a week period. Includes monthly summary.
Daily Time & Fees by Staff Responsible & Acting	Daily Breakdown of billable and non-billable fees recorded on matters where staff member is acting or responsible over a week period. Includes monthly summary.

Fee Contributions & Recovery	Detail of fee contributions and funds recovered on behalf of persons acting and responsible broken down by contributor and matter.
Fee Contributions & Recovery by Matter Type	Detail of fee contributions and funds recovered by matter type broken down by client and matter.
Billing Realisation Summary	Percentile comparatives of fees entered compared to fees invoiced and receipted by staff.
Receipt Allocation Report	Indicates fee and disbursement receipt allocation in value as a percentile (fees) of the overall total represented on the report.
Exchanges and Completions - Chart	Chart showing matters exchanged and completed over a three-year period from defined date.
Matters Opened by Staff Responsible & Acting Chart	A chart detailing the matters opened categorised by person acting and person responsible.
Matter by Matter Status Chart	A chart displaying the percentage of matters at each stage of progression.
Matters by Matter Type Chart	A chart displaying the percentage of matters active within each matter type.

Work Obtained Chart	Graphical display of the referral sources and the number of matters referred to the firm for a specified period based on matter type.
Fee Earner Overview	Overview of fee earner performance across all areas including active matters, clients, fees recorded and recovered, matters opened and finalised, client account funds held, top ranks clients, year to year performance comparison and aged disbursements and debts.
Firm Overview	Overview of firm performance across all areas including matters opened and finalised, fees recorded and recovered, top clients, year to year performance comparisons, aging details and client account funds held.
Fee Earner Summary	Summary of fee earner performance including fees entered, billed and collected versus budget, hours billed versus budget, debtors including ageing, with monthly totals and FYTD comparisons.
Practice Overview	An overview of the firm's current balances.
Staff Details	Lists all staff information including rates.
Staff Budgets	Fees entered vs Budget reported monthly.
Conveyancer Report	Displays a split of conveyancing data including Percentage, Highest and Average time and fees invoiced.

Available LEAP Reports

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Matters & Clients

Conveyancing

Client & Cards

Other Matters & Clients Reports

Client Funds

Client Accounts End of Month

Separate Designated Client Accounts

Other Client Funds Reports

Office

Management