Scheduling a New Meeting

07/02/2025
Knowledge

How To

LEAP integrates seamlessly with Microsoft Outlook meetings. New meetings or changes to existing meetings in LEAP will automatically sync and update the meeting in Outlook.

A meeting request can be sent to one or more people. Microsoft Outlook will keep track of who accepts the request and set aside a time on your calendar for the meeting.

You can turn a meeting into an appointment by cancelling the invitation User-added image .

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Please ensure that you have linked your Microsoft 365 email account and LEAP in order to use the following features. For instructions on linking your email account, please click here.

Desktop

Schedule a Meeting from a Matter

Open the matter.
Click the Calendar & Tasks tab.
Click on the toolbar. A Meeting window will open in Microsoft Outlook.

A timer will start in the background as soon as the Meeting window opens.

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If you encounter issues creating a task, meeting, or appointment, please verify that your Microsoft 365 email account and LEAP account are matched. Your admin may need to revoke and relink your Microsoft 365 email account by following the instructions here.
Enter the details of the meeting. For more information on Microsoft Outlook meetings, click here.
Click on the LEAP section of the Meeting ribbon. A New Time Entry window will open. Complete or edit the details for the new time entry, then click Save & Close. This is optional.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter. A new time entry will be added to the Time & Fees tab, if applicable.

Schedule a Meeting from Microsoft Outlook

Open Microsoft Outlook.
From the Calendar view, click New Meeting. A Meeting window will open.
Enter the details of the meeting. For more information on Microsoft Outlook meetings, click here.
Click in the LEAP section of the Meeting ribbon.
Choose the matter and click Select.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter.

Schedule a Meeting in Shared Calendars

Open the matter.
Click the Calendar & Tasks tab.
Click next to New Meeting.
Click New Meeting in Shared Calendar: <Shared Calendar Name>.

If you have multiple shared calendars, use the arrow icon to select the relevant shared calendar.

A Meeting window will open in Microsoft Outlook.

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Staff members must have their Permissions set to 'Can edit' in the Outlook Shared Calendar in order to create meetings for the Shared Calendar.

For more information regarding shared calendar permissions, please click here.

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If you have updated or removed any shared calendars, you may need to click Refresh Shared Calendars to resync the calendars.

Enter the details of the meeting. For more information on Microsoft Outlook meetings, click here.
Click Send.

The meeting is saved to your Microsoft Outlook shared calendar and added to the Critical Dates & Calendar Items list of the matter.

The meeting will also be saved for other members of the shared Microsoft Outlook calendar.

Postpone a Meeting

Open the matter.
Click the Calendar & Tasks tab.
From the Critical Dates & Calendar Items list, select the meeting you wish to postpone.

To select multiple meetings, hold the Ctrl key and click multiple items on the list.
Click on the toolbar. A Postpone Item(s) window will open.
Enter or use the +/- buttons to select the number of day(s), week(s), month(s) or year(s) that the meeting will be delayed by.

You can also right-click on a meeting and click Postpone.
Click OK.

Your meeting is now postponed. The new date will sync and update the meeting in Microsoft Outlook.

Last Modified Date

7/02/2025 3:09 am

Title

Scheduling a New Meeting

URL Name

Scheduling-a-New-Meeting-CA

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