Integrations

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Introduction to By Lawyers

This short course teaches how to use By Lawyers, including accessing and navigating the By Lawyers window, working with legal precedents, and accessing support resources.

Learn about LawConnect’s secure document sharing features that provide you and your firm with a safe and secure way to store, share and collaborate on confidential documents.

Introduction to BundlePro

Learn about the various features and settings of BundlePro that allow you and your firm to create professional, presentable, fully-searchable and cost effective electronic court books in minutes.

MYOB Integration basics

In this short course we will cover the Integration basics between MYOB and LEAP. Topics include how to configure general ledger account to use between the two systems as well as synchronising and editing journal activities.

Xero Integration Basics

After this short course, you will understand how to view journals entries in LEAP and reconcile Debtor balances between LEAP & Xero.

Learn how to effectively use LEAP to ensure AML compliance

Discretionary Trusts

Learn how to effectively use LEAP for the formation and administration of Discretionary Trusts.

Getting Started

Setting up your matters properly from the beginning and entering as much detail as possible is crucial to getting the most out of all of LEAP’s functionality moving forward. This course will help you get the best start with LEAP!

Details and Correspondence

This course will cover how to generate different types of documents and correspondence in LEAP and the various methods of sharing these with your clients and other parties.

LEAP Forms and Precedents

In this course you will learn the basics of one of LEAP's foundational feature, form and precedent automation. Save time and deliver consistency by taking advantage of LEAP’s automated documents

LEAP AML Compliance

After this short course, you will be able to confidently create suspicious activities and transaction reports in the AML Compliance App, as well as review AML Compliance App Reports and submit relevant reports, including Prescribed Transactions, to the NZ Police through the seamless GoAML integration.

Trust Accounting Basics

This course will be covering the basics and best practices of Trust Accounting in LEAP. Learn about LEAP’s dual ledger system, how to handle trust transactions, the reconciliation, and end of month process to help gain a better understanding and increase your firm’s efficiency.

Office Accounting Basics

Learn about the basic office accounting functions in LEAP. This course will cover how to navigate the financial summary, entering time and fees, entry of payments and receipts as well as how to create a basic invoice.

LEAP Mobile - Features

Learn how to get the most out of the LEAP Mobile app with features such as dictation, scanning and document sharing.

LEAP Mobile - Time Recording

In this course you will learn how to get the most out of the LEAP Mobile app with features to help capture time while on the go.

LEAP Mobile - Getting Started

This course will take you through how to download and set up your LEAP Mobile App and a brief overview on how to navigate the app.

Invoicing Basics

This course features sections on how to create invoices and share invoices using LEAP’s exclusive online invoice.

LEAP EOFY Procedures

This course details the essential end-of-period processes for Office and Trust Accounting

Learn how to close files in LEAP, including the effective use of the Completed critical date and the archiving process.

Trust Interest Bearing Deposit Accounts

Learn to confidently open, close, enter and reverse transactions on and reconcile the Interest Bearing Deposit Account in LEAP.

LEAP Settings, Functions & Help

This course covers how to navigate your way through all the important settings, functions and help resources available to you in LEAP.