Off The Plan

Recurring Matters

Automate and streamline repetitive tasks

The Off The Plan Recurring Matters application can be enabled directly from the applications menu in LEAP to take the work out of managing off the plan projects. By automating and streamlining repetitive tasks, the application gives you back hours of productivity.

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Create lots and matters in bulk

By allowing you to create a recurring matter template with information such as the vendor, development name, conveyancing details, agent, council, water authority and more, the application lets you automate tasks such as document production without the need to re-enter common information for each lot in a development.

Save time on manually creating matters for individual lots with the application’s ‘range creation’ functionality. Simply enter the start and end lot numbers and the application will create individual lots for the full numerical range which can then be easily converted into matters.

Save time and stay organised

Existing matters related to off the plan projects can be easily imported into the application to take advantage of it’s time-saving capabilities. The application’s in-built document attachment feature also removes the need to add documents to individual matters or lots. Simply select the relevant documents, attach them once to the recurring matter then select the individual lot matters to add the documents to.