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Knowledge BaseLegal Aid Civil - Mental Health - Creating a New Legal Aid Matter in LEAP Web
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Legal Aid Civil - Mental Health - Creating a New Legal Aid Matter in LEAP Web

  • 19/02/2025
  • Knowledge

How To
  • Web
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To create a new legal aid Mental Health matter, complete the following steps.

Setting Up

 

  1. Click New Matter.

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  2. Select Mental Health from the list of matter types, and enter your matter Description. 

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  3. Click NEXT.

  4. Enter the relevant Staff details.

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  5. Click NEXT, and assign a client.

  6. After completing the client address details go to the People tab, where you will be able to enter the client’s date of birth. 

  7. Once completed, click SAVE.

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    Once these details have been initially entered, they will be available matters associated with the client.

  8. Click on the Matter Details, and select Accounting.

  9. Enable Legal Aid through the checkbox, and click SAVE.

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  10. To enter the relevant legal aid details, click on the Legal Aid Matter Details button on the Actions menu.

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  11. Complete the required fields on the Legal Aid Details and click Save & Close.

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Your matter has now been created and you can begin recording time, producing correspondence etc.

Matter Details

 
Field Description 
Branch If your firm has multiple branches, select the branch that will be responsible for this matter 
Date Opened Date of initial attendance/first instruction on your client.
UFN Unique File Number. Made up of the date opened and 3-digit case ID. 

This will uniquely identify a legal aid case (when combined with LAA office account number), DDMMYY/NNN 
Rate Defines if the claims will be costed at London or National hourly rates, and fixed fee
LA Order No.The number that appears on the representation order that grants you to undertake legal aid work on behalf of the client 
LA Order dateThe date on the representation order that authorises you to undertake work for your client on this matter
Procurement areaThe procurement area which reflects the location set out in your office schedule form which work is undertaken
Access pointThe access point which reflects the location set out in your office schedule form which work is undertaken
ECF referenceIf exceptional case funding has been authorised, record the reference number issued. 

Must be 9 characters, this will be in the format of ‘NNNNNNNAA’
Case stage levelRelates to the category(s) of work being carried out and will be utilised in determining the fixed fee that will be awarded when invoicing controlled work 
Code      Level of Work
MHL01   Non-Mental Health
MHL02   Level 1
MHL03   Level 1 and Level 2
MHL04   Level 1, Level 2 and Level 3
MHL05   Level 2
MHL06   Level 2 and Level 3
MHL07   Level 3
MHL08   Level 1 and Level 3
MHL09   Not Applicable - Only use of the matter started pre January 2008
Meeting codeThe types of meeting that have/will take place on the matter
Code      Meetings Attended
MTGA01   No Meetings
MTGA02   Tribunal Hearing
MTGA03   Hospital Manger's Review
MTGA04   Section 117 Meeting
MTGA05   CPA
MTGA06   Tribunal Hearing and Hospital Manager's Review
MTGA07   Tribunal Hearing and Section 117 Meeting
MTGA08   Tribunal Hearing and CPA
MTGA09   Hospital Manager's Review and Section 117 Meeting
MTGA10   Hospital Manager's Review and CPA
MTGA11   Section 117 Meeting and CPA
MTGA12   Tribunal Hearing and Hospital Manager's Review and Section 117 Meeting
MTGA13   Tribunal Hearing, Section 117 Meeting and CPA
MTGA14   Tribunal Hearing, Hospital Manager's Review and CPA
MTGA15   Hospital Manager's Review, Section 117 Meeting and CPA
MTGA16   Tribunal Hearing, Hospital Manager's Review, Section 117 Meeting and CPA
MTGA17   Tribunal Hearing and App. For Review/Appeal
MTGA18   Tribunal Hearing, Hospital Manager's Review, Section 11 Meeting and CPA
MTGA19   Tribunal Hearing, Section 117 Meeting and App. For Review/Appeal
MTGA20   Tribunal Hearing, CPA and App. For Review/Appeal
MTGA21   Tribunal Hearing, Hospital Manager's Review, Section 117 Meeting and App. For Review/Appeal
MTGA22   Tribunal Hearing, Section 117 Meeting, CPA and App For Review/Appeal
MTGA23   Tribunal Hearing, Hospital Manager's Review, CPA and App. For Review/Appeal
MTGA24   Tribunal Hearing, Hospital Manager's Review, Section 117 Meeting, CPA and App. For Review/Appeal
Schedule referenceThe firms civil reference number, as specified by the Legal Aid Agency, at the time that this matter was opened
Transfer dateIf the matter has been transferred/will be transferred to/from another firm, enter the date of transfer
Tribunal ReferenceThe Mental Health Tribunal Reference, the format of this in England is AA/NNNN/NNNNN; the format in Wales is AANNNNN
Last Modified Date
19/02/2025 2:26 am
Title
Legal Aid Civil - Mental Health - Creating a New Legal Aid Matter in LEAP Web
URL Name
Legal-Aid-Civil-Mental-Health-Creating-a-New-Legal-Aid-Matter-Web

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Legal Aid Civil - Mental Health - Creating a New Legal Aid Matter in LEAP Web