Training Solutions

Get the essentials of end user functionality.

What you'll learn:

• Card and Matter Management
• Generate and Share Documents
• Generate and File Emails
• Make Appointments & Tasks
• Time Recording
• Creating Invoices

Learn how to create and maintain precedents in LEAP.

What you'll learn:

• Types of Documents and Templates
• Import, Create & Maintain your firms' templates
• Database Field Options
• Advanced Document Automation (If-Then-Else)
• NEW Content Control (New LEAP Automation)

Note. Some advanced functions might require Java Script experience.

This training option covers everything to do with LEAP accounts from the basics through to the integration of Xero.

What you'll learn:

• Disbursements & Invoices
• Office Accounting Functions
• Client Accounting Functions
• Client Account Maintenance
• End of Month Processing