Using Leo Within a Matter
Overview
Every Matter in Leo HR includes direct access to Ask Leo, allowing you to discuss workplace situations as they develop. Rather than simply recording events, Leo can help you think through the circumstances, consider appropriate next steps and support consistent decision-making throughout the Matter. Leo is your HR expert to lean on.
All conversations remain linked to the Matter, creating a clear record of the guidance provided and the decisions made during the process.
Before you begin
You'll need:
- An existing Matter
- Owner, Senior or Manager access (where permitted)
Step 1 – Open a Matter
From the Leo HR dashboard, navigate to Matters and open the relevant Matter.
Step 2 – Open Ask Leo
Within the Matter, select Ask Leo.
You can ask questions at any stage of the Matter.
Step 3 – Discuss the situation
Leo can help you:
- Review the information available.
- Consider appropriate next steps.
- Identify potential risks.
- Prepare for meetings.
- Draft workplace correspondence.
- Maintain a fair and consistent approach throughout the Matter.
Step 4 – Continue the conversation
As the Matter develops, continue using Ask Leo whenever new information becomes available.
Your conversations remain linked to the Matter, providing a chronological record of the support and guidance received.
Matter Bundle
If the Matter is ever required for internal review or external proceedings, Leo HR can generate a Matter Bundle containing the key documents, notes, evidence and conversation history associated with the Matter.
This helps ensure information is organised, accessible and ready when required.
Troubleshooting
I can't see Ask Leo
Ensure your organisation has access to Ask Leo and that you have permission to use AI features within Matters.
Need Support?
If you need further assistance, please contact Leo HR Support through the Help Centre or email