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

Oct 20, 2026
Knowledge

How To

Learn how to install and use the LEAP Add-in for Microsoft Word. Create and automate documents directly from your matters without leaving Word.

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The first time you open or create a document, you'll be guided through a one-time setup.

Installation & Setup

Step 1 - Install the LEAP Office Launcher

Open or create a Word document from within a matter.

You will be prompted to download an installation file for LEAP.

Mac

Run the LeapOfficeLauncher.msi file on Windows - a loading message and some prompts will appear. Accept these.

Open the LeapOfficeLauncher.dmg file. Drag the LeapOfficeLauncher icon into the Applications folder.

You may receive a prompt advising this app was downloaded from the internet. Open/allow it.

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Pop-ups: Depending on browser settings, a pop-up warning may appear during this process and is easy to miss. If the browser appears unresponsive, look for the pop-ups blocked icon at the end of the address bar. If it appears, select the option to always allow pop-ups and redirects.

Once installed, click Create again.

A prompt will ask you to confirm you want to open the LEAP Office Launcher.

Click Open LEAP for Office Launcher.

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To prevent this prompt from appearing each time, tick Always allow leap365.com to open links of this type in the associated app.

The document will open in Microsoft Word.

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If the Open LEAP for Office Launcher prompt is left open too long without selecting an option, LEAP assumes the LEAP Office Launcher isn't installed and prompts to download it again.

Step 2 - Enable the Word Add-in

With the document open, click Add-ins on the Home tab, then select More Add-ins .
In the Apps window, search for LEAP, select LEAP Add-in for Word, then click Add.
Click Add to enable the add-in.

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Your firm's Microsoft administrator can install the add-in for all users at once, so individual users don't need to add it manually.

Step 3 - Set Preferences

This step is optional - the default setting is the recommended option.

Each user can choose how documents should open.

Click the User's initials in the top right of any LEAP screen.
Click Profile.
Select the Preferences tab.
Choose the Default Word and Excel application to determine how Word documents open by default.
Options:
- Office (Word Desktop) — applies to creating new documents and opening existing correspondence. Recommended (default).
- Office Online — applies to creating new documents and opening existing correspondence. Doesn't support advanced automation (among other limitations) and isn't recommended.
- Preview — applies only to opening existing correspondence. Double-clicking a document shows it in the preview pane rather than opening it in Word.

Using the Automation Pane

Open a Word document from within a matter.

Open the Add-ins tab in Microsoft Word and select LEAP Add-in for Word to display the LEAP automation pane on the right-hand side.

When you open a document from a matter, the Home tab of the LEAP Add-in for Word will display the Matter Details, including:

Matter Number
Matter Type
Client
Other Side

Click Open Matter in LEAP to open the associated matter in LEAP.

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More Word add-in tools will be rolled out and appear here as they become available.

The following options are available along the top of the LEAP Add-in for Word:

Option	Description
Update Fields	Click to update all fields in the document with the latest information from the associated matter.
Email as Attachment	Click for the following email options: Email as PDF - Attaches the document onto an email as a PDF ready for sending. Email as Content - Attaches the document to a new email in its original format. Email as Body - Inserts the document directly into the body of a new email.
Save	Click for the following save options: Save to LEAP Save as a new document - Saves the document into the Correspondence List of the matter. Save as copy - Saves a copy of the document in the matter's Correspondence List. Save as PDF copy - Saves the document as a PDF into the Correspondence List of the matter. Save to PC Save local copy - Save the document(s) to a local folder on your computer. Save local PDF copy - Saves the document to a local folder on your computer as PDF.
Field Options	Click for the following options for content control fields: Convert Fields to Text - Converts all content control fields in the document to plain text. Once converted, the fields are no longer linked to LEAP and cannot be updated. Show field shading - When enabled, applies shading to all content control fields to make them easier to identify within the document. Show field names - When enabled, displays the name of each content control field within the document, making it easier to identify and edit fields.

Inserting Fields into Documents/Precedents

Automations Options:

Click the icon in the upper left op the pane to view all the automation options available:

Home - Returns to the Home window and Matter Details.
Questions - displays all questions created using the content control tools in a single location, together with the appropriate input methods for entering responses.
Search - allows you to search for specific fields to use within the document.
Insert Fields - allows you to customise your documents by inserting Content Control Fields. You also have further customisation options with advanced coding types, including Question Fields.
Create Questions - allows you to create your own questions.
Conditional Fields - allows you to search for or create new conditional fields.

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For more information, please see Inserting Fields into Documents/Templates.

Last Modified Date

10/20/2026 8:54 PM

Title

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

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

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