Recurring Matters
Quickly create new matters using your own customised template
Save time and streamline your firm's workflow by creating recurring matters that are customised and set to the needs of your firm.
Benefits
Recurring matter templates act as an efficient workflow guide so that all your firm’s matters follow a streamlined approach, increasing your firm's quality and consistency standards. Once created, templates are available to all staff, reducing setup time and simplifying onboarding and training.
Recurring matters can be named using your firm’s preferred naming conventions, making them easy for staff to locate later. Consistent folder structures mean documents are stored predictably, so files are always quick to save, share, and find.
Streamlining your firm's processes and managing your recurring matters is easy with LEAP. Managing your recurring matter templates is simple. You can update or modify them at any time to reflect new requirements, delete or restore templates as your practice evolves.
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Work productively with preconfigured matter types
LEAP provides preconfigured matter types with built-in fields, tables, forms, and precedents. With LEAP, you can work more efficiently knowing our dedicated legal Content team keeps all matter types and precedents up to date. You can also create recurring matter templates tailored to your firm’s practice areas. These templates remove repetitive setup tasks and let you launch new matters in minutes.
Recommended resources
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Contact your Client Success Manager to learn how today
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