Saving and Re-saving Emails to a Matter

How To

Learn how to manage and organize your emails by saving, categorizing and re-saving them into your LEAP matters. This article provides step-by-step instructions, from selecting emails to specifying folders and handling attachments, ensuring a streamlined workflow.

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LEAP is currently only partially compatible with New Outlook. While you can still perform essential tasks including saving emails to a matter, removing them, and changing the matter an email is saved to, more advanced automation features are not available in New Outlook at this stage.

For the best experience and full functionality, we highly recommend you continue to use Classic Outlook, for access to all Outlook automation features.

Save Emails to a Matter

How to save emails from Outlook to a LEAP matter:

To save emails to a matter, open Microsoft Outlook and select the email you wish to save to a matter.

If you want to save multiple emails to a matter, select the first email and then press the Ctrl key on your keyboard and select the other emails you wish to save to an individual matter.
Click LEAP - Save to Matter on the Home ribbon to display a list of matters. (Old Outlook / Classic Outlook Only)

LEAP window with matter list will open.

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If AutoTime (Matter Activity Recording) is enabled, you will see a Billable toggle next to the Select button. If you want to auto-record and charge for saving the email, enable the Billable toggle.
Select the matter. Click Select Folder if you want to save the email(s) to a folder within the matter. Select the folder and then click OK.
If the email contains any attachments, click Attachment Options to deselect the attachments you don't wish to include in the email.
Click OK. The email moves from your Microsoft Outlook Inbox to the Inbound LEAP Matter Based Emails folder.

The LEAP Inbound/Outbound matter-based folder is designed to work with the main email account, as LEAP integrates with only one default email account. If you attempt to save emails from any secondary inboxes, they will not be moved to the Inbound LEAP Matter Based Emails folder.
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To save an email attachment directly to a matter in LEAP without downloading it or saving it to your device :
- Right-click on the attachment in the email.
- Select Save Attachment to Matter from the menu.
- Select the appropriate matter to save the attachment.

Re-save an Email to a Different Matter

Open your Microsoft Outlook and select the email that has already been saved to a LEAP matter but that you wish to re-save to a different matter. The email may be located in the Inbound LEAP Matter Based Emails folder.
Click LEAP - Matter #Matter No. (where #Matter No. is the number saved to the matter).
Select Change Matter to display a list of matters.
Select the matter to which the email will be re-saved and click OK.

The email is moved from the original matter to the new matter.

New Outlook - LEAP Outlook Add-in

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LEAP has limited compatibility with New Outlook. You can save, remove, and reassign emails to matters, but advanced automation features are unavailable. For full functionality, we recommend continuing to use Classic Outlook.

How to Install LEAP Outlook Add-in

new (1).png To install the new LEAP Outlook Add-in in New Outlook:

From Outlook, click the More Apps button on the left.
Click Add Apps.
From the Apps window, search for LEAP for Outlook.
Select LEAP for Outlook from the results.
Click Add.

The new LEAP Outlook Add-in will now be installed.

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You will be required to enter your LEAP datafile credentials for the first time using the new LEAP Outlook add-in.

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You can pin the LEAP Outlook Add-in to the right side of the window by clicking the pin icon. Click X to close to the add-in.

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Save Emails to a Matter Using the LEAP for Outlook Add-in

To save an email to a LEAP matter in new Outlook:

Open new Outlook and select the email you wish to save to a matter.
Click the LEAP for Outlook button from the new Outlook Home ribbon.

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If you are using the New Outlook, click the Outlook for LEAP app in the top right corner of the email.

Outlook new save to LEAP icon.png

The LEAP for Outlook pane will open on the right. A list of your current matters will be displayed.

Locate the matter you wish to save the email using the Search field or manually scroll through the list.

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You can search for a matter only using the matter number, not the client's name or surname and use the dropdown filter to select between Current Matters or Recent Matters.

Click the matter you wish to save the email to.

A success message will appear to confirm that the email has been saved to the matter.

Remove Emails from a Matter or Change the Matter

Once an email has been saved to a LEAP matter, you will see two options within the LEAP for Outlook pane.

You have the options for the following:

Save to a different matter - this will allow you to change the matter that email is saved to.
Delete from matter - this will unsave the email from the matter.

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Outlook Add-in Settings

In new Outlook, click the icon at the bottom of the LEAP for Outlook Add-in to access the settings.

Toggle the settings to turn them on or off:

Use Current Time - When toggled on, the timestamp of the email will be when the email was saved to the matter, instead of when the email was sent/received.
Move Assigned Email(s) - When toggled on, emails assigned/saved to LEAP will automatically move into the Inbound or Outbound LEAP Matter Based Email folder.

Outlook add in settings.png

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For the best experience and full functionality, we highly recommend you continue to use Classic Outlook, for access to all Outlook automation features.

Adding the LEAP for Outlook Add-in

Adding the LEAP for Outlook add-in on your Outlook Web app will give you the ability to save emails to your matter in LEAP Web.

Open your browser and go to Outlook Web (https://outlook.office.com) and sign into your Microsoft Office 365 account.
Select an email you wish to save to a matter.
From the message's action bar, select Apps > Add apps.
On the Apps page, search for LEAP in the search box and select LEAP for Outlook.
Click Add.
Make sure the add-in is pinned to the email items for easy access.

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Click User-added image in the top-right of the panel to pin it. You will now see the LEAP for Outlook add-in even when you move between mailboxes or restart Outlook. For more information regarding Add-in, please click here.

Outlook Web

Open your browser and go to Outlook Web (https://outlook.office.com) and sign into your Microsoft Office 365 account.
Select the email you wish to save to a matter.
Select LEAP for Outlook.

Sign into your LEAP account if prompted.
Select the matter.

The email will now appear in the Details & Correspondence tab of your selected matter.

Outlook Desktop

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Please note the following instructions is for New Outlook Desktop. For full access to all Outlook automation features, we highly recommend using Classic Outlook.

Save an Email to a Matter

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Please note that the following instructions are based on the New Outlook interface. At this stage, LEAP has limited compatibility with New Outlook. You can save emails to a matter, remove emails from a matter, and change the matter an email is saved to.

For full functionality and access to all available features, we recommend using the original LEAP Save to Matter button available in Classic Outlook.

Open your Outlook Desktop app and select the email you wish to save to a matter.
Click LEAP For Outlook.
Select the matter.

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Double click the Folder icon if you wish to save the email to a folder within the matter. Select the folder and then click Select.

Click Select.

The email will now appear in the Details & Correspondence tab of your selected matter.

Save an Email Attachment to a Matter

Open your Outlook Desktop app and select the email with the attachment(s) that you wish to save to a matter.
Right-click the attachment and select Save Attachment to Matter or Rename and Save Attachment to Matter.

Re-save an Email to a Different Matter

Open your Outlook Desktop app and select the email that has already been saved to a LEAP matter that you wish to re-save to a different matter.
Click LEAP - Matter #Matter No. (where #Matter No. is the number saved to the matter) and select Remove from Matter. The button will change back to Save to LEAP.
Select Save to Matter to save the email into a different matter.

The email is moved from the original matter to the new matter.

Add the LEAP for Outlook Add-in

Adding the LEAP for Outlook add-in will give you the ability to save emails from your Outlook Mobile app to a LEAP matter.

Open the Outlook Mobile app.
Tap your account avatar (or logo) in the top left-hand corner.
Tap in the bottom left-hand corner.
Scroll down to Integrations And Add-ins and tap Add-ins.
Find LEAP for Outlook and tap .
Tap Continue to the License Terms and Privacy Policy, if prompted.

Save Emails to a Matter

Open the Outlook Mobile app.
Tap the email you want to save to a matter.
Tap next to the email.
Tap LEAP for Outlook.
Tap Connect to LEAP.
Enter your LEAP Username and Password, if prompted.
The LEAP for Outlook Add-in will open with a list of your current matter displayed on the screen.

Locate the matter you wish to save the email using the Search field or manually scroll through the list.

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You can use the dropdown filter to select between Current Matters or Recent Matters.
Find and tap the matter you want to save the email to.
A success message will appear to confirm that the email has been saved to the matter.

Outlook Add-in Settings

Tap the Outlook Add-in Settings icon at the bottom of the LEAP for Outlook Add-in to access the settings.

Toggle the settings to turn on/off.

Use Current Time - when toggled on, the timestamp of the email will be when the email was saved to the matter, instead of when the email was sent/received.
Move Assigned Email(s) - when toggled on, emails assigned/saved to LEAP will automatically move into the Inbound or Outbound LEAP Matter Based Email folder.

Outlook settings page on iphone.png

Add the LEAP for Outlook Add-in

Adding the LEAP for Outlook add-in will give you the ability to save emails from your Outlook Mobile app to a LEAP matter.

Open the Outlook Mobile app.
Tap your account avatar (or logo) in the top left-hand corner.
Tap in the bottom left-hand corner.
Scroll down to Integrations And Add-ins and tap Add-ins.
Find LEAP for Outlook and tap .
Tap Continue to the License Terms and Privacy Policy, if prompted.

Save Emails to a Matter

Open the Outlook Mobile app.
Tap the email you want to save to a matter.
Tap next to the email.
Tap LEAP for Outlook.
Tap Connect to LEAP.
Enter your LEAP Username and Password, if prompted.
The LEAP for Outlook Add-in will open with a list of your current matter displayed on the screen.

Locate the matter you wish to save the email using the Search field or manually scroll through the list.

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You can use the dropdown filter to select between Current Matters or Recent Matters.
Find and tap the matter you want to save the email to.
A success message will appear to confirm that the email has been saved to the matter.

Outlook Add-in Settings

Tap the Outlook Add-in Settings icon at the bottom of the LEAP for Outlook Add-in to access the settings.

Toggle the settings to turn on/off.

Use Current Time - when toggled on, the timestamp of the email will be when the email was saved to the matter, instead of when the email was sent/received.
Move Assigned Email(s) - when toggled on, emails assigned/saved to LEAP will automatically move into the Inbound or Outbound LEAP Matter Based Email folder.

Outlook settings page on iphone.png

Add the LEAP for Outlook Add-in

Adding the LEAP for Outlook add-in will give you the ability to save emails from your Outlook Mobile app to a LEAP matter.

Open the Outlook Mobile app.
Tap the Outlook Icon in the top left-hand corner and then in the bottom left-hand hand corner.

The Settings screen will open.
Scroll down to Integrations and Add-ins and tap Add-ins.
Scroll down to find LEAP for Outlook and tap
Tap Continue to the License Terms and Privacy Policy, if prompted.
The Add-in will show that it's been installed on your device.

Save Emails to a Matter

Open the Outlook Mobile app.
Tap the email you want to save to a matter.
Tap next to the email.
Swipe up to access the LEAP for Outlook Add-in.
Tap Connect to LEAP.
Enter your LEAP Username and Password, if prompted.
The LEAP for Outlook pane will open with a list of your current matters displayed on the screen.

Locate the matter you wish to save the email using the Search field or manually scroll through the list.
Find and tap the matter you want to save the email to.
A success message will appear to confirm that the email has been saved to the matter.

Outlook Add-in Settings

Tap the Outlook Add-in Settings icon at the bottom of the LEAP for Outlook Add-in to access the settings.

Toggle the settings to turn on/off.

Use Current Time - when toggled on, the timestamp of the email will be when the email was saved to the matter, instead of when the email was sent/received.
Move Assigned Email(s) - when toggled on, emails assigned/saved to LEAP will automatically move into the Inbound or Outbound LEAP Matter Based Email folder.

Settings

Last Modified Date

11/17/2025 7:48 PM

Title

Saving and Re-saving Emails to a Matter

URL Name

Assigning-emails-to-a-Matter

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