Creating a Matter from a Template

To run a template, from the Home main menu select the Workflow – New Matter option, this will present you with the following screen. This screen shows a list of Matters that have/are being created using a template.

To create a new matter from a template, click the New Matter button. You will be presented with a list of the currently active templates, select the template you wish to use and click the OK button.

The Matter Creation window will open, showing the fields that needs to be filled in, these are grouped into four tabs:

1. Details
2. Accounting
3. Compliance; and
4. Workflow

1. Details

The ‘Details’ tab collects the Initial Matter Details, including the Client and Matter Description, etc. 

The Description field will be auto filled with the Matter Type, this can be changed by unticking the ‘Auto’ box.

Select the Client Card using the Select Card button, this will show a list of existing Cards on the system, where it is also possible to create a new Client Card with the Create Card button.

It is possible to select a Recurring Matter Template, this will create this new matter based on the Recurring Matter Template, bringing across the details from there.

2. Accounting

The standard LEAP Accounting fields are accessible on the Accounting tab, these may already be filled in if a Recurring Matter Template has been selected, if not these can be filled in here.

LEAP Enterprise users will see a restricted version of the Accounting Tab.

3. Compliance

Compliance fields are accessed from the Compliance tab. The fields that appear on this screen are defined when the Matter Creation Template is created.

Enter the information and click on Save.

4. Workflow

A workflow can be added to the newly created Matter from the Workflow tab, this is not a compulsory field, but will automatically add the workflow.

• Select the Workflow you'd like to add to the matter from the dropdown menu.

• Once all the fields have been filled, the Create Matter button will become active, clicking this will prompt asking if you wish to create the Matter in LEAP. Clicking Yes will create the Matter.

• Once Saved or Created the Matter for the template will be saved back into the Main Matter List Screen. If all the fields have been filled the entry will be set as Pending, if not then it will be Draft.

• Clicking the ellipsis or double clicking will reopen the entry giving you the chance to Continue or Create the Matter.

• The main screen shows Matters that have been or are in the process of being created, there is a filter, in the top right, that can be used to determine the results returned. 

The main list shows Matters that have been or are in the process of being created, there is a filter , in the top right, that can be used to determine what is being displayed.

When Matters are created from within the App they will open on screen and the Compliance Screen will be presented to verify the information that has been entered, Save this and continue editing the Matter as normal.