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Application User Manual

© 2007 Leopard Solutions. All rights reserved.

Welcome to Leopard Solutions Application User Manual.

The Leopard Solutions application links are displayed to your left.

The following are the links which help you to learn more about Leopard Solutions:

Ø HOME

Ø ABOUT US

Ø MEDIA PAGE

Ø THE LEOPARD LIST

Ø LEOPARD JOB SEARCH

Ø LAW FIRM REPORTING

Ø LEGAL RECRUITER DIRECTORY

Ø INDUSTRY LINKS

Ø EVENTS

Ø SUBSCRIBE NOW

Ø AD RATES

Ø CONTACT US

Our Media Page is loaded with videos that can show you how our different systems work. They take a few minutes to view and can be a good ‘refresher’ course.

Industry Links was designed to give you useful information that can make your job easier. Links to Legal publications, law schools, legal associations, recruitment software and US bar associations are just a click away.

Our Legal Recruiter Directory is a nationwide directory that can help introduce your company to attorneys seeking a new job. It can also help you find networking opportunities throughout the U.S.

Our clients can access the following links after login:

Client useful links:

ACCOUNT LOGIN
THE LEOPARD LIST
LEOPARD JOB SEARCH
LEOPARD REPORTING

1. Account Login

Username

Your user name is the email address you used when you signed up for a subscription. If you forget your user name, contact our helpdesk at support@leopardsolutions.com or call 516-841-8426.

Password

Type your password to login in to your account. Your Password was set when you first signed up.

Forgot Password

If you do not remember your password, click on the Forgot Password? link; in the screen you will see a text box to enter your email address. Please enter your email address and click on the Send Email button, your password will be mailed to your email address.

Change Password

If you want to change your password, click Change Password link next to your login name on the screen, you can see this only after you login with your account login. In the change password window, type your current password and the new password. Retype your new password to confirm and click on the Change Password button. Your password will be changed.

1. The Leopard List Advanced Search

After login in the main screen of the Leopard Solutions application, click on the link THE LEOPARD LIST or click on the SEARCH button to enter into the ADVANCED SEARCH screen

where you can search for associates or partners based on various criteria.

You can also navigate from the LEOPARD JOB SEARCH & LEOPARD REPORTING screen to the LEOPARD LIST ADVANCED SEARCH screen. Click on the THE LEOPARD LIST link provided at the top right hand corner in the search engine screen.

In the same way you can navigate to the LEOPARD JOB SEARCH screen from the LEOPARD LIST ADVANCED SEARCH screen. Click on the JOBS link provided at the top right hand corner in the search engine screen.

The following Leopard List Advanced Search is displayed in a new window.

Advanced Search

You can do the advanced search based on the following criteria available:

Associates/ Partners

You can also customize your search results with the help of the following options:

Maximum Number of Records

Records per Page

Sorting Records

Phone Book View

Customize Results Display

You may use these items do print download and save search criteria.

Edit Saved Searches

You can limit your search to return only those records with specific criteria or you can do a wide search that will yield broader results. The search results are displayed on the same screen as shown below:

It is important to remember that the more search criteria you enter the less number of records you will get in your results. For example, if you only select a Practice Area, you will get all associates that have that Practice Area, but if you select a Practice Area and a School, then you will only get those associates that have both the Practice Area and School you selected. Therefore, it is important to remember when doing your searches NOT to select too many different criteria unless you only want to see a small number of results.

Associates/ Partners:

You can start your search by selecting either Associates or Partners. Click on any one of the option button to begin your search followed by other criteria.

Record Selection:

When selecting search criteria, items can be selected one by one or you can multi select items by doing one of the following:

Multi-Select a single item, hold down your “ctrl key” on your keyboard while making your selections.
Multi Select a group of items, while holding down your “Shift key” on your keyboard, select the first item you want included in your search, and then select the last item you want included in your search. All items you want selected should be highlighted.
Un-Select an item, hold down your ctrl key on your keyboard and click on the item again, this will un-select the item.
Un-Select All items, click on the “reset” button on the bottom of the search criteria window. This will reset all selections and you can start your search over.

Location:

In the locations text area, for example, Chicago, DC, NCAL, NJ, NY, and SCAL. When you select any one of these options, a sub-locations text area is displayed. You can select the corresponding sub-location to start your search.

Note: If you select more than one location in the first location text area, the corresponding sub-location text area is not displayed for selection. Also, some of the locations may not have corresponding sub-locations.

Select a Practice Area from the scroll down text area.

Select a Law School from the scroll down text area.

Select a JD year, or a range of years to refine your search.

The Big Three

You will always find the JD year, Practice Area and Law School information in our records. We research dilligently to find these three pieces of criteria. Other information is collected where ever it is available, but you can rest assured that we will uncover The Big Three for you.

You may search by a single or multiple Firm selections. If you do not select a firm, it will search all firms.

You will notice that the screen refreshes when you select a city. The system takes a moment to load in the firms germaine to that particular location.

Not every attorney has specialties in their record. We include them where ever they are available and adjust them throughout an attorney’s carrer. As records are updated, we add new specialties, when the attorneys change their bio. To search for a specific Specialty within a Practice Area, select the specialty you want from the drop-down list. **Important – if you select a Practice Area and Specialty, only those records with that combination will be shown. This could limit the number of records returned; if this happens broaden your search criteria by selecting a Practice Area with no Specialty or select a Specialty with no Practice Area.

To search for Associates with a specific Honor, select the honor from the scroll down list and perform a search. ALL HONORS is for an honor of any kind. WITH HONORS is for someone who graduated with distinction or was a Stone Fiske Scholar.

Languages:

To search for Associates with a specific language, select the language from the scroll down list and perform a search.

Undergrad School:

Undergrad schools are now grouped by state and by country. Simply select a state, search, and the name of the U.S. school will be displayed in the search results. Undergraduate degrees outside the U.S. will have the name of the country listed. It will speed up your search when looking for candidates from a specific geographical area.

To search for Attorneys with specific Admitted States, select the state from the text area list and perform a search.

To help you manage your database, every record is coded with an “updated” code, and this is last time the record was updated. It will let you know ‘exactly’ when that record was last updated. Select the updated date to refine your search. You can also use the ‘updated’ date to isolate the records that were just added to the database.

Every record is coded with a status code; this is the ‘state” of that Associate since the last time we did research on them as indicated by the “Updated” code.

Available status codes are:

NEW – Newly added to the firm. The Status code of ‘New’ will be displayed on these [artners and associates for three months.
N/L – No longer listed at the firm. N/L records are only displayed “if selected” as search criteria, otherwise these records are not displayed in search results.
LAT – Identifies those Associates that have recently moved from one firm to another. They are also considered ‘new’ associates or partners to the firm , but we were able to identify that moved laterally.
PROMO P and PROMO C – Has been promoted; P = Partner and C = Of Counsel. Promo records are only displayed “if selected” as search criteria, otherwise these records are not displayed in search results in the associate database. This status code is automatically displayed in our partner/counsel databases.
R/C – Changes to the record were made since the last update of that firm. It can signal that they have a new Practice Area, were married and changed their last name , or an admission was added. It simply lets you know that a major change has occurred in their record. R/C records will always show up in search results.
N/C – No change. It is communicating that the last time we visited this record, the information remains unchanged. They are still at the firm, same practice area etc.

Search for an Associate by last name. Type the last name if you know or you can use wild card (*) to search for all names that start with Sm. Example sm* will return all names that start with sm.

Submit Search:

Click on the SUBMIT SEARCH button to start search.

Reset:

Click on the RESET button to reset all selections.

Search Results

Viewing Search Results

You can view your search results in two options:

Phone Book View
Grid View

Grid View:

By default Grid View is selected. When this option is selected your results page will display like an excel spreadsheet.

Click on the check box on the header in the results table to select or deselect all the records displayed.

Click on the check box in the first column of the result table next to each record to select single record.

Top

Records per Page:

This controls the number of records displayed on a page. The smaller the number this is set to, the faster the search results will be displayed.

Temporarily to change the number of records displayed per page click on the Records per page pull down menu and select the desired number.

At the top and bottom of the page you will now see this will allow you to go from page to page.

Select 1^st Page to return to the beginning of the list.
Select Prev 50* to return to previous page
Select Next 50* to go to the next page
Select Last Page to go to the end of the list.

* This number is dependent on what you have Records per page set to.

*NOTE: When printing or exporting you will only get the records displayed on the current page, to print or export all records from a search increase the number of records per page first, then select the printing or exporting function. Max number of records displayed per page is 2000, you may then advance to the ‘next page’ if results are over 2000.

Grid Features:

Alpha Sorting:

Field headers that are underlined can be sorted in ascending/ descending order. To sort in ascending order click the header you want to sort by, click again to sort in descending order. The screen will automatically refresh. The field headers that are NOT underlined can not be sorted in this manner.

Find Jobs:

A new button will connect you to open jobs in your Leopard Job search subscription that match each attorney’s JD year and Practice area. Just click the ‘Find Atty’ key to be brought to a matching grid.

You may then select the area for matching where you have a Job Search subscription. It will then drill down to the jobs that match this attorney’s criteria. It’s an excellent cold calling tool.

Emailing:

You can click on the link in the Name column to send a direct email to each associate or partner. If you wish to send multiple emails, you must first download the search into EXCEL. All of the email address will appear in the download – along with your NOTES.

Hyperlink:

Click on the Link in the Link column to activate a hyperlink that will take you directly to the attorney’s bio or to their firm, depending upon how the site is configured.

Notes:

You may now make ‘notes’ directly on our site. Notes will be attached to candidates (or jobs) and are private to your company and login. Your recruiters can communicate quick notes to to keep everyone informed about candidates in the system. Click on the image in the second column to view Leopard Notes. A pop up box will open and you can enter your note.

After you have entered your note click OK and the note is saved. The icon in the grid changes to alert you that a note has been attached. The record with the note takes on a yellow background and type appears in the box.

Phone Book View:

When this option is selected your results page will display like an address book or phone book style.

*Records can NOT be sorted in this view

Click on the Select All button to select all the displayed records. Once all the records are selected, the Deselect All button will be visible to deselect all the selected records.

Export:

You can export your search results to your desired location.

When you select Export from the drop-down and click on the GO button, a small window is displayed with options.
From the options buttons displayed select what you want to export. The options displayed are Selected Items, All Search Results and Entire Database(s).
In the second column in the small window select how you want to export your search result, either To Excel, Addresses to Excel, Excel SV (separated values) or XML file format.
Click on the Export button and then select the ‘type’ of export you would like.
When the download dialog box appears, press the “SAVE” button.
Choose the location to save the file to on your computer.
Press “SAVE”
The file can be found in the location you indicated.
To close the small export window click on the Cancel button.

*Note: Selecting Records – To select a single record, or just a few, click on the box in front of the record you want to select. To select ALL records, click on the first box in the header line and all the records displayed on your page will be selected for downloading or printing. In order to print or download records that encompass multiple pages, you must ask for ‘All Search Results’.

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Printing:

You can easily print your search results.

a. Select the records to be printed, to do this Click the check box next to each record you want included in the print function. If you want to print all the records, click the check box next to the page header.

b. From the pull down menu select “Print Selected Items”

c. Press the “GO” button.

d. If you a printing from the ‘grid’ style, you should select ‘landscape’ mode on your local printer. If you would like to adjust the number of columns for printing, go into ‘Customize Results Display’ and choose to ‘hide’ the columns you don’t care to print (details below).

Save a Search:

Saved Searches allows you to save the “selection criteria” of a specific search. Searches you have saved will appear in a list on the home page. You are allowed to save up to ‘5’ different named searches.

1. Create a Search.

2. From the pull down menu select Save Search Criteria.

3. Click the GO button.

4. The below dialog box window will appear.

*NOTE: This window will not appear if you have pop-blockers on – you must disable your pop-up blocker.

5. Enter the Search Name.

6. Click the Ok button.

7. Click the Close or Cancel button.

Customize Results Display:

Select the Customize Results Display option from the drop-down and click on the GO button.

You will see the customize options opened in a pop-up window. See the image below for example. This allows you to custom design the search results page. You can order the fields any way you like and you can remove fields you do not want to see

You can customize the search results display with the help of these options. You see two boxes namely Included Fields and Hidden Fields.
You can select the order in which you want to see the search results. Move the options in the Included Firms up and down to change the order. Use the up and down arrow buttons to change the order of your results display.
If you want to hide one or more of the options in the Included Fields, select the same and move into the Hidden Fields box. Use the left and right arrows buttons to move the options you want to hide or unhide in your results display.
To see the notes click in the Show Notes check box. If you do not want to see the Notes unselect the Show Notes check box.

You can also set the Rows per page and save the same. Select the number from the drop-down next to Rows per page.
Click on the OK button to save your settings.
Click on the Cancel button to close the window.

Edit Saved Searches:

In the search criteria screen, to your top right hand corner you can see the Saved Searches option.

You can edit the saved searches.

Select Edit Searches from the drop-down and click on the go button next to the drop-down.

You see a pop-up window; see the image below for example. If you have any saved searches it will be displayed in the text box.

Select the saved search and click on the Run button to search based on the saved search criteria.
Click on the Delete button to delete the selected saved search or searches.
Click on the Cancel button to close the window.

2. Leopard Job Search

After login you can do the job search, click on Leopard Job Search link or Search button in the main screen and you can see the job search engine in a new window.

You can limit your search to return only those records with specific criteria or you can do a wide search that will yield broader results.

It is important to remember that the more search criteria you enter the less number of records you will get in your results. For example, if you only select a Practice Area, you will get all associates that have that Practice Area, but if you select a Practice Area and a JD year, then you will only get results that match ‘both’ criteria. Therefore, it is important to remember when doing your searches NOT to select too many different criteria unless you only want to see a small number of results.

Record Selection

When selecting search criteria, items can be selected one by one or you can multi select items by doing one of the following:

Multi-Select a single item, hold down your “ctrl key” on your keyboard while making your selections.

Multi Select a group of items, while holding down your “Shift key” on your keyboard, select the first item you want included in your search, and then select the last item you want included in your search. All items you want selected should be highlighted.

Un-Select an item, hold down your ctrl key on your keyboard and click on the item again, this will un-select the item.

Un-Select All items, click on the “reset” button on the bottom of the search criteria window. This will reset all selections and you can start your search over.

Job Search

In the locations text area, you have International, MidWest, NorthEast, South and West. When you select any one of these options, a sub-locations text area is displayed. You can select the corresponding sub-location to start your search.

Note: If you select more than one location in the first location text area, the corresponding sub-location text area is not displayed for selection.

Select a Practice Area from the pull down menu. This will allow you to view only ‘Corporate’ positions etc..

You may refine your search to a single JD year or a range of years. This enables you to search for open jobs on a candidate by candidate basis.

Select a single firm or a group of firms to view their jobs. If you do not select a firm, the system will search all firms..

You may search by specialty if you need to refine your job search. If you have a candidate that is an expert in ‘Structured finance’ you may search for open jobs that require that particular specialty.

To search for jobs with specific Admitted States requirements, select the state from the text area list and perform a search.

Type:

Select the options Associate, Partner or Counsel to perform your search.

As of Date:

Select the date to perform your search. You can select the date with the help of Select date option which opens a calendar for you to select your own month, date and year. Or you can also select the date from the options Today or Yesterday.

The selected date is displayed below in the text box. You can change the date according to your search criteria.

Every record is coded with a status code; this is the ‘state” of that job record. Available status codes are:

NEW – New records are added on a daily basis. The status code of ‘new’ is only valid for one day, the job will be marked as an N/C for ‘no change’ the following day.
N/C – No change to the job has occurred.
R/C – A change has been made in the requirements of the position. We also date the day of the change in the ‘Updated’ field.
N/L – The job has been closed and removed from the firm website. They must be searched for separately.

FIND:

Once you have completed a search, use the ‘find’ box to jump to that section in the report.

Submit Search:

Press the Submit Search button to start search.

Reset:

Press the Reset button to reset all selections.

Records per Page

This controls the number of records displayed on a page. The smaller the number this is set to, the faster the search results will be displayed.

Temporarily to change the number of records displayed per page click on the Records per page pull down menu and select the desired number.

At the top and bottom of the page you will now see this will allow you to go from page to page.

Select 1^st Page to return to the beginning of the list.
Select Prev 50* to return to previous page
Select Next 50* to go to the next page
Select Last Page to go to the end of the list.

* This number is dependent on what you have Records per page set to.

*NOTE: when printing or exporting you will only get the records displayed on the current page, to print or export all records from a search, select ‘All Search Results’. Max number of records displayed per page is 2000.

Search Results:

Sorting Records:

Field headers that are underlined can be sorted in ascending/ descending order. To sort in ascending order click the header you want to sort by, click again to sort in descending order. The screen will automatically refresh. The field headers that are NOT underlined can not be sorted by.

Hyperlink

The Title is also a hyperlink and it will take you to the where the job is listed on the law firm webiste. Click and ALL the information found on the website will be displayed.

Matching Attorneys

Click on the FIND ATTYS button to find the matching attorneys and their locations.

When you click on the FIND ATTYS key, you will be brought to a new grid.

If you are a Leopard List subscriber, you simply click on your subscription area and a list of matching attorney’s will appear.

You will then be in The Leopard list with your matching attorneys. The matching will be as close to the requirements of the position as possible, including JD years, specialties and state admission requirements.

Click on the link in the Contact column to send an email to the addressee.

Click on the image in the second column to view or make notes on our system. A pop up box titled ‘Leopard Notes’ will appear when you click on this icon – you may then enter notes on any job in the system. The note will stay attached to the job until you remove it. These notes are private to your company and your log in. It allows you to communicate within your office, and keep track of who you have submitted for each job.

Once a note has been made, the icon changes to ‘alert’ you that a note has been made. The background changes to yellow and writing appears on the icon.

Export:

You can export your search results to your desired location.

When you select Export from the drop-down and click on the GO button, a small window is displayed with the options.
From the options buttons displayed select what you want to export.
In the second column in the small window select how you want to export your search result, either in Excel or XML file format.
Click on the Export button.
When the download dialog box appears, press the “SAVE” button.
Choose the location to save the file to on your hard drive or server.
Press “SAVE”
The file can be found in the location you indicated.
To close the small export window click on the Cancel button.

*Note: Selecting Records – To select a single record, click on the box in front of the record you want to select. To select ALL records, click on the first box in the header line.

Printing:

You can easily print your search results.

a. Select the records to be printed, to do this Click the check box next to each record you want included in the print function. If you want to print all the records, click the check box next to the page header.

b. From the pull down menu select “Print Selected Items”

c. Press the “GO” button.

Save a Search:

Saved Searches allows you to save the “selection criteria” of a specific search. Searches you have saved will appear in a list on the home page. You are allowed to save up to ‘5’ different named searches.

1. Create a Search.

2. From the pull down menu select Save Search Criteria.

3. Click the GO button.

4. The below dialog box window will appear.

*NOTE: This window will not appear if you have pop-blockers on – you must disable your pop-up blocker.

5. Enter the Search Name.

6. Click the Ok button.

7. Click the Close or Cancel button.

Save as Notification Filter:

You can save you search as notification filter also.

Create a Search.
From the pull down menu select Save As Notification Filter.
Click the GO button.
The above dialog box window will appear.
Type the Notification Name.
Click the Ok button.
Click the Close button.

3. Leopard Reporting

Select the ‘Enter’ tab on the user home page to gain access to Leopard Reporting.

This will bring you to the reporting search grid. You may run ‘Attorney’ reports if you have a Leopard List subscription and ‘Job’ reports if you have a Leopard Job Search subscription. Simply select the ‘type’ of report you wish to run, “Attorney’ or ‘Job’, then select the name of the report, also choosing ‘associate’ or ‘partner’ in the selection box.

Attorney Reporting

You can select the report you want to generate with the selection criteria.

Select the type of report from the Select Report dropdown. Then select the firm or firms accordingly from the list of firms in the text area. Press Ctrl button while selecting more than one firm. Click on the option buttons to select either Associate or Partner. After selecting your criteria

click to fetch the report. The report is displayed in a table format with the following options:

Navigate from first page, previous page, next page and last page respectively.

Select the page width you want to view the report table from the page width dropdown.

If you need to export the report table, select the format in which you want to export from the dropdown. Once you select a format, click on Export to export the report displayed.

Click on image to refresh the data in the report table.

Click on image to print the report displayed.

When you select your search criteria and click search, you see your selected report in a table format. You need to scroll down the page to view the different sections of the report. You may have ‘click’ to the next page in order to see all the results.

Where ever you have a Leopard List subscription, you may click on the corresponding cities and it will ‘drill down’ to the attorney’s represented in the report. It will search for those attorney’s and display them in The Leopard List.

The HISTORY report will not ‘drill down’ but it will display the activity within a firm, quarter by quarter. You can see what departments they are building up, which ones are losing attorney’s. It will give you more a ‘real time’ look at what is going on within each firm we cover.

A SCHOOL report will give you the hiring breakdown of each individual law school. Who hires the most ‘Columbia’ graduates, and where they are located, firm by firm and office by office.

Partner reports may also be run, simply by selecting ‘partner’ in the search criteria.

Job Reports

Leopard Job Search clients can now run reports that give them an overview of open jobs in our system – regardless of their subscription area.

You may run job reports for Associate , Counsel or Partner positions. You may run a general REGION, FIRM or PRACTICE AREA report for all open jobs in the system.

You may ‘drill down’ to the actual jobs where ever you have a Leopard Job Subscription simply by selecting the number corresponding with your account.