Accessing the Claims Portal

To access the Claims Portal through LEAP, A2A Credentials are required. Please refer to the instructions within the FAQ below for how to request or enable A2A if it’s not already set up. The Claims Portal can enabled from within the LEAP Marketplace, here.

When uploading documents, you can do so directly to the portal. There is no need to upload them to your LEAP matter separately — the system will automatically sync the documents to the matter.

Enabling & Managing Notifications

To stay updated on the status of your matters, we recommend enabling notifications. This allows you to be alerted whenever the compensator updates the portal — such updates will appear in the claim history section within LEAP.

To enable or manage notifications:

1. From the LEAP Matter List, go to LEAP Menu > Settings > Application Settings.

2. In the new window, click Firm > Staff > Members.

3. Locate and select your user profile.

4. Click the Notifications tab.

5. Browse the list to find Claims Portal, and toggle the notifications On or Off based on your preference.

Viewing a Claim’s Progress

You can monitor each claim’s progress directly within the Claims Management section of LEAP. This provides clear visibility of the current stage of each matter in the Claims Portal.

To access the Claims Management:

1. Click LEAP Menu > Other and select Claims Management.

2. A list of claims submitted to the portal will be displayed.

The Claims Management is your source of information on each claim stage. You can filter by staff member, claim stage and claim type to see what stage each claim is at. 

The PI workflow in LEAP provides a structured approach to managing personal injury claims from start to finish. It helps ensure key steps aren't missed and keeps the matter moving forward through automated tasks, reminders, and document prompts. Following the workflow not only saves time but also supports consistency and compliance across your files.

1. To enable a Workflow, click the Work Items icon from the matter menu.  
   You will then be prompted to select a workflow.

2. Select the workflow you would like to use and attach it to the matter.

3. To see the workflow for the individual matter, click back into the workflow icon.

For a full list of items which are due to be completed you can access this from My Work Items.

To access My Work Items:

1. Click LEAP Menu > Other and select Workflow.

2. Select the My Work Items icon.

     3. A list of items will then be displayed.  

     4. By clicking on the three dots to the right of the status, you can choose which action to take on the item.

     5. When the task item is in progress the status will change to . When the action is complete is will be removed from the My Work Items list.

     6. To see the next items on the workflow or amend items completed from My Work Items, you can access these through the matter directly. 

Since Microsoft 365 is integrated with LEAP, you can create tasks and appointments directly within LEAP that sync seamlessly with your Outlook calendar, giving you an easy way to manage and schedule your workload across multiple platforms if required.

Appointments and Tasks are scheduled activities created within your Outlook calendar. You can add them directly from the Calendar & Tasks tab in your matter or integrate them through the prebuilt workflows; or even customise your own workflow to include them.
Whether it’s medical appointments, meetings with police, or scheduling client consultations, you can easily schedule and manage these directly within your PI matter.

You can also invite colleagues or external parties to Appointments, making collaboration seamless and keeping everyone informed.

• Can you schedule workflow items for a date in the future? 

  Yes, you can set your workflow item due date to a specific time in the future. This means that all protocol timelines can be noting within an active workflow. When the due arrives, the workflow item will then appear in My Work Items ready to be completed. 

  
  

• How do I obtain A2A credentials?  

  In order to access the portal you require A2A credentials. These can take several weeks and are different to your logon credentials. You will require to contact the Claims Portal directly. They will provide you with your Secret Key and Client ID which will need to be entered into the app before you can use it. Please ensure you add LEAP to the form in the Software House field, with a go-live date two weeks after you submit the form.

• How do I track where I am in the workflow?

You can view the entire workflow directly within the workflow builder. To do this, simply select the menu, then the workflow, and click the builder icon, as described earlier in the section “How to create your own PI workflows.” From there, choose the workflow attached to your matter to see the complete process it follows.

An example of a workflow is below:

• Link to Workflow App article here.

• Link to Claims Portal User Guide article here.

• PDF version of this guide - please click here.