LEAP’s integration with 365 Outlook allows you to take advantage of all of your important Microsoft tools and apps from within LEAP. Enjoy the benefits of this integration by linking your 365 Outlook account with LEAP today.
LEAP’s seamless 365 Outlook integration means that you can enjoy enhanced flexibility and transparency when allocating tasks among your team members.
There are two steps involved to get started with the 365 Outlook integration:
Link your Microsoft 365 account with LEAP. See below for instructions.
Once you have linked your Microsoft 365 account with LEAP, you’ll need to fill out a simple form so that we can carry out the rest of your update.
Being able to make changes to appointments and tasks owned by other users at your firm is particularly useful for when:
A fee earner leaves your firm and you need to access their events, tasks, and appointments so that you can move them, delete them or reassign them accordingly.
A client calls your reception and wishes to reschedule an appointment with one of your fee earners. Thanks to the 365 Outlook integration, your office manager can directly update the appointment details within LEAP and the fee earner will receive an update in Outlook notifying them of changes to the appointment.
In order to integrate your 365 Outlook 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.
Once you have these credentials, navigate to:
LEAP Menu > Settings > Application Settings > Integrations > Email Accounts
If you’ve not integrated the email account yet, you will need to select ‘Link’
Your IT professional should have your email domain name available for you
Once this is entered in, select ‘Activate’
Once the above is complete, click here to fill out a simple form that will help us carry out the rest of your update.
Interactive invoicing provides your firm with greater clarity and value, enabling your firm to get paid faster. When you share an interactive invoice via LawConnect, the invoice is delivered to clients in an email from your own work email account instead of firstname.lastname@example.org.
Personalise your client’s LawConnect experience by linking your MSO365 account with LEAP. With the 365 Outlook integration, your client’s can securely share, view, comment, and sign documents online with the added benefit of having all your firm’s details visible.
Link your MSO365 account with LEAP to enjoy additional functionality in the LEAP Mobile App. The 365 Outlook integration allows you to create new appointments, meetings and tasks from the mobile app, set up an email signature, and view upcoming appointments and tasks without having to open the app itself.