The Webinar Series

Leap user group - 31 July 2025

AI notes

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Meeting notes:

Meeting Introduction: Sam introduced the meeting agenda, mentioning that Grant would discuss some topics initially, followed by a Q&A session with Alana, Zorayda, and Rohan.
Leap Software Feedback: Sam discussed the feedback received about Leap software, highlighting both positive and negative comments. He mentioned that some firms are trying to use Leap in the same way they used Infinity Law, which is causing issues.
- Feedback Overview: Sam shared that feedback on Leap software included both positive and negative comments. Some firms are trying to use Leap as they did with Infinity Law, leading to issues due to the differences between the two software.
- Positive Comments: Sam noted that some firms provided positive feedback, appreciating certain aspects of Leap. He emphasized the importance of recognizing these positive experiences.
- Negative Comments: Sam acknowledged the negative feedback, particularly from firms struggling to adapt from Infinity Law to Leap. He highlighted the need to address these issues to improve user experience.
Leap Software Issues: Grant summarized the issues reported with Leap, including frequent crashes, problems with third-party application integrations, and specific feature issues like GST rounding and invoice formatting.
- Frequent Crashes: Grant reported that users experienced frequent crashes with Leap, especially during the first load and interactions with third-party applications like Outlook, Word, and Excel.
- Third-Party Integrations: Grant mentioned issues with third-party integrations, such as the Outlook toolbar and Word and Excel add-ins, which often led to crashes and slow performance.
- Feature Issues: Specific feature issues were highlighted, including problems with GST rounding, invoice formatting, and the absence of a matter title at the top of the matter screen, making it difficult to distinguish between multiple matters.
Technical Recommendations: Grant provided technical recommendations to improve Leap's performance, such as ensuring workstations meet specifications, using cabled connections, and optimizing network infrastructure.
- Workstation Specifications: Grant recommended ensuring that workstations meet or exceed Leap's minimum specifications, considering the additional applications running simultaneously, such as Outlook, Teams, and dictation software.
- Network Connectivity: He advised using cabled connections instead of wireless to reduce interference and improve stability. He also highlighted the importance of modern, fast network switches and adequate firewalls to handle traffic efficiently.
- Internet Speed: Grant emphasized the need for fast and reliable internet connections, suggesting that firms ensure they are paying for high-speed fiber and optimizing their connectivity to Leap servers.
- Local Network Setup: He pointed out potential issues with local network setups, such as using phones as pass-throughs for network connections, which can cause problems. He recommended direct connections to wall sockets for better performance.
Client Feedback on Leap: Sam shared that clients have provided feedback on Leap, including suggestions for new features and improvements. He emphasized the importance of fixing existing issues before adding new features.
- Feedback Collection: Sam mentioned that feedback was collected from clients, highlighting both suggestions for new features and areas needing improvement. He stressed the importance of addressing existing issues before implementing new features.
- Feature Suggestions: Clients suggested various new features, such as better integration with other software and improvements to existing functionalities. Sam noted that these suggestions were being considered for future updates.
- Focus on Fixes: Sam emphasized the need to prioritize fixing current issues in Leap to enhance user experience and reliability before adding new features, reflecting the feedback from clients.
Development Updates: Zorayda provided an update on recent and upcoming developments for Leap, including the release of the Interest Bearing Deposits app, improvements to Leap Web, and the development of the Card Relationships app.
- Recent Releases: Zorayda highlighted recent releases, including the Interest Bearing Deposits app, which simplifies handling interest-bearing transactions, and updates to Leap Web to close the feature gap with Leap Desktop.
- Upcoming Features: She mentioned upcoming features such as the Card Relationships app, which will allow users to map relationships between entities, and the ability to search by IRD number for easier payment identification.
- AI Prompts: Zorayda discussed the introduction of AI prompts for document generation and productivity tasks, enhancing Leap's AI-powered features and improving user efficiency.
- AML Workflow Review: She announced a review of AML workflows and solutions, aiming to make the AML process more seamless and intuitive based on client feedback.
Open Q&A Session: Alana facilitated an open Q&A session, addressing various client concerns and questions about Leap's features, reporting issues, and the Ideas Hub.
- Transaction Request App: Rachel asked about the Transaction Request app, and Zorayda explained that it now includes a space for notes and allows document attachments. They are also working on pulling verified account details into the app.
- Leap Web Future: Grant inquired about the future of Leap Web. Alana explained that both Leap Web and Desktop would be available for the foreseeable future, with ongoing efforts to achieve feature parity and improve stability.
- Support for Non-Admin Users: Olivia raised a concern about Leap support needing admin rights. Alana suggested working with IT providers to provide temporary admin credentials for support purposes, and Grant mentioned a tool called Auto Elevate as a potential solution.
Estate Card Issues: Simon and other participants discussed issues with setting up estate cards in Leap, including problems with AML linking and reporting. Zorayda mentioned that the Card Relationships app might help address these issues.
- Estate Card Setup: Simon shared their approach to setting up estate cards, using trust cards for estates and listing executors as staff. Olivia mentioned using individual cards for deceased persons and adding executors to the matter.
- AML Linking Issues: Simon noted problems with AML linking when using individual cards for estates, as it pulls personal data instead of executor information. Olivia confirmed similar issues and emphasized the need for accurate AML reporting.
- Card Relationships App: Zorayda explained that the upcoming Card Relationships app would allow linking entities and individuals, potentially resolving issues with estate and trust card setups by providing a comprehensive view of relationships.
Cost Recovery Codes: Janelle and Nicola raised concerns about the setup of cost recovery codes in Leap, suggesting that it would be helpful to have the ability to specify GL codes for different cost recoveries.
- Cost Recovery Setup: Janelle suggested that it would be beneficial to specify GL codes for different cost recoveries to simplify reconciliation and ensure accurate financial reporting. Nicola agreed, noting issues with integrating cost recoveries into Xero.
- Office Expenses: Janelle highlighted the need for office expenses to be listed separately in invoices, as required by the Law Society, and suggested that this should be automated in Leap to avoid manual adjustments.
- Financial Reporting: Nicola mentioned that grouping all cost recoveries into one code complicates financial reporting and suggested that having separate GL codes for different recoveries would improve accuracy and efficiency.
Leap Web and Desktop Stability: Grant asked about the future of Leap Web and its potential to replace the desktop app. Alana explained that both options would be available for the foreseeable future, and they are working on improving stability and performance.
Support for Non-Admin Users: Olivia raised a concern about Leap support needing admin rights to troubleshoot issues. Alana suggested working with IT providers to provide temporary admin credentials for support purposes.

Follow-up tasks:

Sharing Meeting Notes and Suggestions: Send out the meeting notes, transcription, and the list of suggestions to all participants after the meeting. (Sam)
Poll for Feature Prioritization: Create and distribute a poll to collect feedback on which Leap features or improvements are most important to users, based on the suggestions document. (Sam, Grant)
Collecting Additional Feature Suggestions: Collect any further ideas or feature requests from participants to add to the suggestions document and include them in the upcoming poll. (Sam)
Follow-up on Cost Recovery and GL Codes Issue: Reach out to Janelle and Nicola for further clarification on the cost recovery and GL code issue in Leap invoices and coordinate with the development team to investigate solutions. (Zorayda, Alana Ashe)
Provide Leap Web Access Information: Share the Leap Web access link and related information with Sam for distribution to the group. (Alana Ashe)
Investigate Local Admin Rights for Support: Check with the support team why the local admin account set up for Leap support is not being utilized as intended and follow up with Olivia. (Alana Ashe)
Update on Xero Integration and Journal Grouping: Investigate the issue of journal volume and cost recovery grouping in Xero integration and provide an update to the group once a solution or more information is available. (Alana Ashe)