Welcome to the Legal Content update for August! This month had a big Form and Precedent focus, as well as brought the release of new reports and matter type improvements. Let’s dive into the highlights.
Matter Type Improvements
Family Law (All States)
- Added the Relationship Details layout to Family Leads.
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Additional contact cards added:
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Grandmother
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Grandfather
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Grandparent
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Civil Lawyer
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Criminal Lawyer
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NCAT Lawyer
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Conveyancer
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Real Estate Agent
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Additional Experts added to “Type of Expert” list in Expert Details dropdown:
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Therapist
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Forensic Accountant
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Personal Injury (VIC) - Dust Diseases
The Diseases Layout for both the Matter and the Lead type has had the Diseases dropdown list updated to include the following:
- Occupational COPD
- Rheumatoid arthritis
- Sarcoidosis
Form Updates
A large number of forms were updated this month, including across the following form suites:
- Administrative Review Tribunal
- Access Canberra (ACT)
- BCCM Forms (QLD)
- RevenueWA (WA)
- Legal Aid QLD (QLD)
- Department of Home Affairs Forms
- Fair Work Commission
- FAS Forms (VIC)
Marketplace Precedent Updates
The following packs underwent substantial updates for our Lexon Insurance subscribers (relevant to Conveyancing):
- EMR Pack 2025-2026
- Conveyancing/Purchase
- Commercial
- Residential
- Off The Plan Vacant Non-CTS
- Off The Plan CTS
- Conveyancing/Sale
- Seller Commercial
- Residential
- Seller OTP CTS
- Seller OTP Vacant Non-CTS
For our Precedents Online subscribers, the following precedents were also added:
- AML CTF Program Version Control Log
- AML PROGRAM
- Beneficial Identification Form
- CDD Checklist Companies Trusts
- CDD Checklist Individuals
- Client Risk Assessment Tool
- Client Risk Rating Worksheet
- Enhanced Due Diligence EDD Questionnaire
- Independent Review and Audit Register
- Internal Suspicion Report Form
- Ongoing Risk Review Form
- Politically Exposed Person PEP Attestation Form
- Source of Funds Declaration
- Training Attendance Log
- Transaction Monitoring Checklist
- Transaction Risk Scoring Tool
Report Updates
This month we released an exciting new report called "Anticipated Settlement Date Personal Injury", now accessible to all our clients. This report provides visibility into anticipated settlement dates to help improve planning and forecasting.
Another new report we released is the Real Estate Agents - Emailing List.
This includes the same agents in the Real Estate Agents - Full List, but also shows which agency each agent works for, along with their suburb, state, and postcode.
That’s all for now, but please post any questions in the comments below. You can also check out the full list of this month’s updates here.