Stay organised. Keep stakeholders updated. Save time. Off The Plan Recurring Matters gives you the tools to manage an off the plan development from end to end. 

With features like bulk matter creation, spreadsheet import, mailings integration, and bulk precedent attachment, this app will save you hours of what would otherwise be manual, repetitive work.

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Off The Plan Recurring Matters takes the difficulty out of off the plan projects, by providing exactly what you need, including:

- Batch matter creation
- Bulk lot editing
- Export to spreadsheet
- Document/precedent attachment
- Card editing
- Advanced filtering, sorting and search
- Mailings integration
- Customisable columns

Enable Off The Plan Recurring Matters now to get started.

Off The Plan Recurring Matters

Managing your upcoming payments has never been more convenient. Our ABA Payments app streamlines your financial processes by effortlessly exporting payments to an ABA file for seamless upload to Internet Banking.
Reduce payment amount and detail entry errors. Our ABA Payments app exports this information directly from LEAP, ensuring accurate data entry and preventing duplicate efforts.
The process is simple:
<ol>
<li>&nbsp;&nbsp;&nbsp;&nbsp;Sort and Filter: Organise your outgoing payments to suit your needs.</li>
<li>&nbsp;&nbsp;&nbsp;&nbsp;Search: Locate payments within your chosen date range.</li>
<li>&nbsp;&nbsp;&nbsp;&nbsp;Select: Choose the payments due for processing.</li>
<li>&nbsp;&nbsp;&nbsp;&nbsp;Export: Generate an ABA-compliant file.</li>
<li>&nbsp;&nbsp;&nbsp;&nbsp;Upload: Submit the file to your internet banking platform for approval and processing.</li>
</ol>
Take control of your outgoing payments, save valuable time, and significantly reduce the risk of entry errors with LEAP's ABA Payments app.

ABA Payments

Leverage data from LEAP to generate Australian Banking Association compliant files.

Simplify and streamline the financial statement data collection process.

Financial settlement can be a difficult experience for everyone involved. With LEAP's Financial Statement app, it doesn't have to be.

This is more than just another intake form.

Our best-in-class app provides your clients with an intuitive and secure space to send the information and documents needed to complete the matter.

Returning later, your clients can provide further information, e.g. in the event their financial situations have changed.

Once submitted, you’re in control of what happens next. Happy with everything? Generate a pre-filled Financial Statement using LEAP’s world-leading automated family law forms.

•	Intuitive, secure online form for stress-free information collection
•	Reduce double-entry and save yourself time
•	Directly collaborate, and ensure everyone’s on the same page


Financial Statement

Whether you’re a sole practitioner, part of a large firm, or anything in-between, Balance Sheet + will save you valuable time that would otherwise be spent tinkering with spreadsheets or performing manual calculations.
<ul>
<li>Capture the financial information of clients within an automated balance sheet</li>
<li>Balance Sheet + records all assets, superannuation, addbacks, liabilities and financial resources</li>
<li>Adjust the ownership of assets and liabilities, and calculate cash adjustments to showcase a range of potential settlement outcomes for your clients</li>
<li>Upload related documents containing information relevant to the balance sheet</li>
<li>Create notes for your own reference and for the other side</li>
<li>Export your Balance Sheet + data to FCFCOA court forms, including Financial Statement, Application for Consent Orders, and Balance Sheet</li>
</ul>

Balance Sheet +

Our fully integrated Call Logging app for LEAP Desktop delivers an easy-to-use centralised register for all your inbound telephone enquiries.
Simple to use, you can easily capture the nature of an enquiry, allocate it to a Card or Matter and assign it to a staff member. Through the integration with LEAP’s notifications, your staff will instantly know whether they must attend to an enquiry.
Each call captures the detail of the enquiry, with a full audit trail of the changes made and the status of the call. Once the enquiry has been dealt with it can be marked as complete.

Call Logging

Our seamlessly integrated Conflict Check app simplifies how you complete conflict of interest checks in LEAP. By searching across all People, Cards, Matters and Correspondence, you are able to quickly identify where a conflict may arise before instruction.
With a full history of changes and integration with the applicable Compliance area of LEAP, you are given an indelible record able to prove you acted with full knowledge when taking instructions from clients. You can add notes to the Check, set statuses and also assign to other users to review the check if required.

Conflict Check

Automate routine processes with our easy to use, no-code Workflow app.
Build intelligent workflows through the intuitive drag and drop interface to automate the flow and timeline of your matter. Generate documents, collect data and automate postings with a single click, assign default users for activities and prevent work with mandatory items. Use questions to build workflows with differing paths and outcomes.&nbsp;&nbsp;
Track the progress of workflows through Milestones, monitor workload and quickly reassign work where there are bottlenecks and absences.&nbsp;

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