Efimis White-label Guide - LEAP
Overview
Efimis provides White-label UI customisation for LEAP Enterprise, allowing control over which UI elements, buttons, reports, and settings are:
- Visible
- Hidden
- Read-only
These are visual changes only. All data, permissions, and workflows remain unchanged.Why This Matters
- Aligns the system with LEAP workflows
- Prevents duplication of client and matter management
- Ensures a controlled and consistent interface
- Maintains underlying user permissions
Key White-label Areas
| Area | Element | Status | What This Means |
|---|---|---|---|
| Buttons | Create Employee | Hidden | Cannot create employees |
| Buttons | Create Matter | Hidden | Cannot create matters |
| Buttons | Create Client | Hidden | Cannot create clients |
| Matter Fields | Title, Number, Type, Acting, Responsible, Assisting, Introducer | Disabled | Visible but cannot be edited (controlled in LEAP) |
| Quick Add | Add Matter | Visible | Available if user permissions allow |
| Quick Add | Add Client | Visible | Available if user permissions allow |
| Navigation | Settings Tiles | Visible | Only relevant settings are shown |
| Reports | Partner-managed reports | Hidden | Not accessible if managed within LEAP |
Behaviour Notes
- Hidden → Completely removed from the UI
- Disabled / Read-only → Visible but not editable
- Visible → Fully functional (subject to permissions)
Even if a user has permissions, White-label rules take priority.
How It Works
- Settings are applied automatically on login
- Refreshing ensures the latest configuration
- White-label respects existing security permissions
Summary
- LEAP users operate within a controlled interface
- Core data (Clients, Matters) is managed externally in LEAP
- Efimis reflects a read-only or restricted view where required
- No manual setup required — configuration is fully automated