Application Settings - Integrations

03/12/2025
Knowledge

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. In order to remove Microsoft 365 integration, you can click the Revoke Admin Consent button on the Email Accounts page.

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.

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.

Microsoft 365 Admin Account Verification Required

In the event of a Microsoft 365 permission change, all firm users will be prompted with “Microsoft 365 Admin Account Verification Required" as the integration with LEAP requires a renewal of admin approval.

Non-Admin Users

If the user receiving the prompt is a non-admin user, they can select Review Later and carry on.
If the user selects Review, they will receive the following alert: "Need admin approval".

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Non-Admin users should click on 'Return to the application without granting consent' as they do not have the permissions to renew admin consent.

Admin Users

If the user is an Admin, they can select Review and proceed to renew the admin consent.

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Once an admin user grants the required approval, the prompt will be cleared for ALL firm users, and no further prompts will appear.

Connect to InfoTrack with your Credentials

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@infotrackcanada.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@infotrackcanada.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.

Last Modified Date

3/12/2025 4:29 am

Title

Application Settings - Integrations

URL Name

Application-Settings-Integrations-CA

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