Using the LEAP Add-in for Microsoft Outlook (LEAP Web)

Oct 19, 2026
Knowledge

How To

Learn how to install and use the LEAP Add-in for Microsoft Outlook. Save, create and open your matter emails directly from Outlook to streamline your correspondence workflow.

Click to edit heading

The Outlook Add-in is fully supported in Outlook Web. In Outlook Desktop you can save emails to a matter, but all other features are available in Outlook Web only. Each section below shows where the feature is available.

Install the LEAP Add-in for Outlook

The add-in is installed from the Microsoft Outlook App Store. The steps differ slightly depending on your version of Outlook.

Outlook Classic
New Outlook / Outlook Web
Outlook for Mac

Click the App Store icon on the left sidebar, or click All Apps in the ribbon and select Add Apps.
Search for LEAP, select LEAP Add-in for Outlook, then click Add.

Click the App Store icon on the left sidebar, or click More Apps on the Home ribbon and select Add Apps.
Search for LEAP, select LEAP Add-in for Outlook, then click Add.

Select Get Add-ins from the ellipsis icon in the ribbon at the top o fthe window.
Search for LEAP, select LEAP Add-in for Outlook, then click Add.

Create a New Email

Click to edit heading

Please ensure that you have linked your Microsoft 365 email account and LEAP in order to use the email feature. Your Outlook account must match your MS365 linked account in LEAP. For instructions on linking your email account, please click here.

Click to edit heading

This feature is available in Outlook Web only.

Open the matter in LEAP Web.
From the Details & Correspondence tab, select New Email.

Outlook Web will open in a new tab.
Launch the new LEAP Add-in by clicking Save to Matter. Alternatively, click Apps and select LEAP Add-in for Outlook.

The LEAP Add-in for Outlook will open on the right of your email window, displaying the matter details of the matter you created the email from.

Options at the top of the pane:

Open the matter.
Change the matter this email is being drafted for.
Remove this email from the matter.

Options at the bottom of the pane:

Recipients - choose who to send the email to from the email addresses saved on cards in the matter.
Files - insert documents from the matter's correspondence list into the email, and convert them to PDF if required.
Save Draft - save the draft email to this matter.

Adding an Email Signature

When a new email is created using the New Email button in LEAP, the signature associated with the user's Microsoft account isn't included automatically. To add a signature:

Click the Insert tab, then select Signature.
Any signatures associated with the Outlook account are listed - select the one you wish to apply to the email.

Click to edit heading

If no signature is set up, click Signatures > Add Signature to create one for future emails.

Save an Email to a Matter

Click to edit heading

This feature is available in Outlook Web and Outlook Desktop.

Outlook Classic
New Outlook / Outlook Web

Select an unsaved email in your inbox, click All Apps in the ribbon and select LEAP Add-in for Outlook.
The add-in opens in a pane on the right. Click Save to Matter.
Select the matter to save to, rename the email and choose a folder if needed, then click Save.

Select an unsaved email.

Open the add-in using the Save to Matter button in the ribbon, or the same button in the message header toolbar near the Reply/Forward buttons.
The add-in opens in a pane on the right. Click Save to Matter.
Select the matter to save to, rename the email (optional) and choose a folder if needed, then click Save.

Open an Email from a Matter

Click to edit heading

This feature is available in Outlook Web only.

What happens when you open a matter email depends on whether that email is already in your Outlook inbox.

If the email is in your inbox - it opens natively in Outlook Web.
If the email is not in your inbox - it first opens in a LEAP window showing the email content. Click Reply, Reply All, or Forward, and the email then loads in Outlook Web where you can complete and send it.

Pinning the Add-in

Pinning the add-in ensures it opens automatically in the side pane whenever an email is opened or created, eliminating the need to launch it manually each time.

Open an email in Outlook or create one using the New Email button in LEAP.
Open the Add-in:
- Outlook Classic - click All Apps in the ribbon and select LEAP Add-in for Outlook.
- New Outlook / Outlook Web - click More Apps and select LEAP Add-in for Outlook.
When the Add-in opens in the side pane, click the pin icon at the top of the pane.

Change Automation Settings

Click to edit heading

This feature is available in Outlook Web and Outlook Desktop.

Click the Settings icon to open the LEAP Add-in for Outlook settings.

Toggle On any settings as required (all options are off by default).

Option	Description
Use current time	Displays the time the email was saved to LEAP instead of the original email timestamp.
Move assigned emails	Automatically moves the email to a LEAP folder in Outlook when saved.
Use autorouting	Automatically saves replies or follow-up emails to the same matter.
Add matter prefix	Adds the matter number to the start of all email subjects.
Set matter number label	Add the matter number category (label) to the email.
Complete task on creation	Complete the task when the user clicks on create document based on the precedent.
Use client name in subject	Automatically adds the client name to the subject of new emails and appointments.

All options are Off by default.

Last Modified Date

10/19/2026 11:58 PM

Title

Using the LEAP Add-in for Microsoft Outlook (LEAP Web)

URL Name

Using-the-LEAP-Add-in-for-Microsoft-Outlook-LEAP-Web-US

Resolution