New User Training - Introduction

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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 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.

Recurring Matter Templates

Recurring Matter Templates significantly improve workflow, efficiency and consistency across the law firm. With Recurring Matter Templates, repeatable information can be pre-loaded into the Template.

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

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.

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.

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.

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.

PowerBI Custom Connector

In this course we will cover how you can build insightful reports and dashboards using Power Bi desktop and the LEAP connector.

Xero Integration Basics

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

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.

Invoicing Basics

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

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.

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.

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.

Discover the Future of Legal AI: 2024 Innovations Update

Join us for an engaging 45-minute power session where our experts will guide you through the innovations at LEAP for 2024 so far, including new AI tools. Discover how LEAP can revolutionise your legal practice and elevate your productivity through implementing AI into your legal practice.

Transform Your Legal Drafting with LEAP AI Prompts

Join us in this exclusive webinar showcasing LEAP’s revolutionary AI Prompts, designed to transform the way lawyers and legal executives draft documents. Discover how this cutting-edge tool can significantly boost your productivity and streamline your legal drafting processes.

Learn how to access, ask questions, and get the most out of LawY while maintaining ethical and privacy standards in legal practice. LawY is New Zealand's only AI legal assistant that generates responses to your legal questions from an expanding legal knowledge base, where answers are then verified by qualified New Zealand lawyers.

LEAP EOFY Procedures

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

Using LEAP AI Prompts

The course provides you with an overview of utilising AI in legal document drafting to help you and your firm adapt to AI to enable you to become significantly more efficient and accurate in the 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.

Learn how to use Matter AI to gain instant insights from your LEAP matters, saving you time and boosting productivity. This course will guide you through leveraging cutting-edge AI technology for maximum efficiency.

In this course, learners will discover how to use the LEAP Generator app to streamline the document creation process. By leveraging LawY's trusted legal AI assistant, users can generate documents more efficiently and quickly.