Bulk Matter Creation

Bulk Matter Creation - Help Guide

16/04/2025
Knowledge

How To

The introduction of the Bulk Matter Creation app equips firms with powerful tools to streamline the onboarding process for new clients and matters. It also enables efficient management of these matters through bulk update capabilities. This app significantly enhances the functionality of Recurring Matter Templates within LEAP.

Key features include:

Linking related matters using a Recurring Matter Template
Creating matters and cards in bulk via CSV upload
Bulk editing of matter fields and Critical Dates
Attaching precedents

Bulk Matter Creation is reliant on Recurring Matter Templates, so ensure that you have created a template for the matters you wish to import. More details on how to do this are available in the LEAP HelpCentre. You can reuse the same template.

The app does not check for existing cards in LEAP, so it is recommended that a manual check is done before importing the data in bulk to ensure there are no conflicts. We also recommend breaking down large imports into smaller chunks to ensure smooth processing of the data. When importing dates, you must ensure the format is YYYY-MM-DD.

How to Enable

From the LEAP Matter List, click the LEAP Menu > Marketplace.

The LEAP Marketplace will open in a new window.
From the All Apps section, select Bulk Matter Creation.
Click Enable.

How to Access

From the LEAP Matter List, click the LEAP Menu > Other > Bulk Matter Creation.

The Bulk Matter Creation app will open in a new window.

Click to edit heading

For the first time only, Bulk Matter Creation will request permission access to some details required.

Click Allow to continue.

Select a Recurring Matter

The initial landing page will list all Recurring Matter Templates currently available in LEAP. Each Recurring Matter Template, is representative of a project where matters are linked together.

Click on a Recurring Matter to move onto the next view, where matters can be added.

Add Matters

Bring existing matters into this project and manage it from one screen. Start by clicking on Add Matters, where you will be presented with two options:

Add Matters

From a Spreadsheet

Browse and select your CSV file.

Click to edit heading

(Ensure all date formats are YYYY-MM-DD)
Map the columns to the relevant LEAP fields.

Click to edit heading

When columns are matched they turn green, and you should also check the mappings that the tool does automatically.

Click Import to complete the process (this cannot be reversed, so please ensure that the data is right before proceeding).

From LEAP Matters

Search or select matters to import.
Click Import.

Click to edit heading

Only matters that have the same matter type will appear in the list.

Edit Matters

Select the desired Matters by clicking the checkbox on the left-hand side.
Click Edit Matters.

The Edit Matters window will open on the right.
Select desired LEAP table type.
Click + to add and edit LEAP fields from the dropdown.
Once your changes are complete, click Save & Close.
Click the - icon to remove editing the field.
To update critical dates, click Critical Dates and select the appropriate date from the date picker.
Click Save and Close.

Attaching Documents

From the LEAP Matter List, click the LEAP Menu > Home > Recurring Matters.

The Recurring Matters will open in a new window.
Select your Recurring Matter.
In the Details & Correspondence tab, you may:
- Create New Document e.g. Letter, File Note, etc.
- Create Precedents via Forms & Precedents.
The document(s) or precedent(s) will be added as Shortcuts with the Date column as Pending.
Save & Close the matter.
From the LEAP Matter List, click the LEAP Menu > Other > Bulk Matter Creation.

The Bulk Matter Creation app will open in a new window.
Select your Recurring Matter.
Select the Matters by clicking the checkbox.
Click Attach Precedents.
Select the document(s) or precedent(s) you wish to attach.
Click Save & Close.

Sorting and Searching

The Bulk Matter Creation application is designed to be flexible to meet your workflow's needs. To help you find what you're looking for, it provides two primary techniques for reducing the amount of content on display.

Sorting

You can sort the list by clicking any of the column headings.

Searching

You can search a keyword using the Search textbox at the top-left corner of the window and it will immediately filter the current view.

Last Modified Date

16/04/2025 3:50 am

Title

Bulk Matter Creation - Help Guide

URL Name

Bulk-Matter-Creation-Help-Guide-UK

Resolution