Application Settings - Integrations

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Information

How To

Seamless integration between LEAP and its companion products gives you everything you need to run an efficient law firm.

From here, you will be able to set up your integration with Microsoft 365, InfoTrack, SMS & Fax domains, and OneDrive.

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Linking Your Microsoft 365 Account with LEAP

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In order to integrate your Firm's Microsoft 365 account with LEAP, you first need to link the Microsoft Office tenancy with LEAP. This can only be done and approved by your Microsoft 365 administrator. If this is not you, please contact your IT professional or office administrator in order to get the correct credentials.

To link your firm's Microsoft 365 account with LEAP, follow these steps:

Navigate to LEAP Menu > Settings > Application Settings
Click Integrations > Email Accounts.
Click on Link under the Microsoft Office logo.

This will present an authentication window.
Select Activate and sign in with your Microsoft 365 Administrator account.
Once signed in, permissions will need to be granted to LEAP.
Once your account has been linked, individual user's Microsoft Accounts can be managed via Email Accounts within the Application Settings.

Active LEAP accounts will now display their linked status.

Blank Screen During the Linking Process

If you encounter a blank screen during the linking process with GoDaddy details in the footer or "Nonce received not found" message, please contact your IT administrator for assistance .

Unlink a User Account

To unlink an individual user's account:

Toggle the switch (from green to white) next to the relevant user account under the Microsoft Accounts column.
Click Save.

This will update the window and remove the tick once the account is no longer linked.

Enter or Edit the Microsoft 365 Account Associated with the User

To enter or change the Microsoft Account associated with the user:

Find the user in the LEAP Accounts column.
Place your cursor in the box under the Microsoft Accounts column and type in the correct email address.
Click Save.

Microsoft 365 Account Toggled on but Linked Status Missing the Green Tick

If a user's Microsoft 365 account is toggled on, but the Linked Status is missing the green tick:

Toggle the switch (from green to white) next to the relevant user account under the Microsoft Accounts column.
Select the same user again and type in their correct email address.
Save. You should see the green tick now.

Unlinking Your Microsoft Account Due to Changed Microsoft Tenancy

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To unlink the LEAP integration with another Microsoft tenancy provider such as GoDaddy, and integrate LEAP with Microsoft 365:

Only if you have the new Microsoft Administrator account credentials.

This action unlinks the integration for the entire firm - Click Revoke Admin Consent to disconnect the LEAP Integration.

Then sign in to Microsoft 365 with the new Administrator account credentials.

Check emails are assigned correctly.

Quarterly (Every 90 Days) Microsoft Reauthentication Requirement

Each year, all users will be required to reauthenticate their Microsoft Office account with LEAP. When reauthentication is due, a notification will appear in LEAP upon login prompting you to take action.

To complete the reauthentication:

Click the link provided in the notification after logging in. This will redirect you to the Microsoft sign-in page.
Sign in using Microsoft 365 administrator credentials. These credentials are distinct from those used to access LEAP.

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Note: This account may belong to your LEAP Administrator or your IT administrator. Only users with Microsoft 365 administrative access will be able to complete the reauthentication process.

Please ensure you coordinate with the appropriate administrator to avoid disruption in the integration between Microsoft Office and LEAP.

Connect to InfoTrack with your Credentials

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Please note - Entering your credentials may not be required going forward as InfoTrack will switch to authenticate via SSO.

Enter your credentials

To use InfoTrack with LEAP, you'll need to enter your username and password.

Click Integrations > Credentials.
Click Connect Account under InfoTrack.
Enter your InfoTrack Username and Password.
Click Connect.

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Should you encounter the error 'Failed to Save', please contact the InfoTrack directly at helpdesk@infotrack.com for further assistance.

Change your credentials

To change your username and password for InfoTrack in LEAP:

Click Integrations > Credentials.
Click View Details under InfoTrack.
Click Disconnect.
Click Connect Account under InfoTrack.
Enter your InfoTrack Username and Password.
Click Connect.

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Should you wish to update or change your current InfoTrack credentials (including password resets or changes to your username), you will need to contact InfoTrack directly at helpdesk@infotrack.com for further assistance.

InfoTrack Settings

Click Integrations > InfoTrack.
Select the appropriate Searching Fee Task Code to be used from the drop-down list.
Tick the Split GST/FRE Searching Fees checkbox, to split the fees.

If you want to combine the fees, untick this.

If you use Xero, you will be unable to untick the Split GST/Fre Searching Fees setting as Xero does not allow a non-standard amount of GST on a journal.

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If you use Xero, you can set the Default Purchase Order Item Name and Default Purchase Order Supplier.
Click Save.

SMS & Fax

Your Fax domain provider and SMS domain provider details must be entered in order for you to use the Fax and SMS functionality in LEAP.

Click Integrations > SMS & Fax.
Enter your Fax Domain and SMS Domain.

These can be obtained from your fax domain provider and your SMS domain provider.
Click Save.

OneDrive

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Only one staff member within the Firm will be required to complete the linking process with OneDrive.

It is recommended to use a generic email address that can be accessed by all staff members across the Firm.

Click Integrations > OneDrive.
Click on Link Account under the OneDrive logo.
Select the account you would like to link.

Once the OneDrive account is linked, you will be able to see the associated email, the person who linked it, and the date it was linked.

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To unlink the account, click Unlink Account under the OneDrive logo.