2. Creating a New Matter
Create a new Matter in LEAP Conveyancer, and
add Client, Vendor, and other side Solicitor or
Conveyancer details (Buyer, Seller, and Agent in
QLD), Property, Title Particulars and Conveyancing
details into the Matter.
All the information entered at this stage will be used
in the letters, forms and precedents you create in
the Matter.
www.leapconveyancer.com.au/training
Matters List > Click New Matter
Create a new Matter:
• Matter Type
• Matter Details
Adding Matter details:
• Client (Buyer: QLD) on the Client Card
• Vendor (Seller: QLD) details
• Other sides Solicitor or Conveyancer
(Agent: QLD) details
• Property details
• Title Particulars
• Conveyancing details
1
(Purchase) Matter window
To add details to the Matter,
double-click the title, enter the
details, and click Save & Close.
Top: Vendor, Purchaser, Agent
and important property details.
Bottom: All the documents,
Searches and emails
associated with the Matter.
Matter List window
A searchable list of Matters with
different list views in the drop-down list.
To create a new Matter, click New.
2
3
4
Matter Details window
Enter the Matter details such as number,
or relevant staff looking after the Matter.
Matter Type window
Choose the type of Matter
you are opening.
Client Card window
Enter the client details, or double-click
Purchaser on the Matter to open and
edit the Client Card.
5
6
7
Add Property details
Add Vendor details
Add Other Side’s Solicitor/Conveyancer
Double-click Vendor on the Matter and
add vendor details. Right-click row to
add another person.
Double-click Vendor’s Solicitor on the
Matter, and add Vendor’s Solicitor details.
Select Person or Organisation.
8
VIC Title
NSW Title
Double-click Property on the Matter,
and add Property details.
9
Add Title Particulars
Double-click Title Particulars on the
Matter and add details.
QLD Title
Add Conveyancing details
Double-click Conveyancing
details on the Matter, and add
Conveyancing details.
10
Add further details
To add details to the Matter, doubleclick the title, enter the details, and click
Save & Close.
Try to be accurate with the entry of
information as once you’ve typed it
here, it will be used in all the letters,
form and precedents you create!
SOLD