Microsoft 365 Integration in Legal Software
See how Microsoft 365's integration with LEAP legal practice management software improves law firm productivity and collaboration.
Improve Productivity with Microsoft 365
Microsoft 365 provides flexible and familiar tools for collaboration across teams, devices, and platforms. Law firms produce many documents that include complex and repetitive calculations. LEAP integrates seamlessly with Microsoft 365 to provide a more efficient working experience. Your letters, agreements, deeds, and other legal document templates are all created in Word with an extensive library of standard forms available for you to use.
Automate Form Creation
When you select a legal template in Word or make an Excel spreadsheet, the law firm data is automatically populated into the content controls. Once saved, the legal document is automatically saved to the relevant matter. Even if more than one person works on a document, all versions are preserved.
Sync Emails with Your LEAP Matters
The integration with Outlook instantly associates outgoing emails with relevant matters. Incoming emails are associated with the case, and replies can be automatically routed to the correct matter. In addition, you can save your emails to your matter via the LEAP App.
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Schedule Video Calls with Microsoft Teams
Make video meetings easy when you allow your attendees to use Microsoft Teams. Microsoft Teams integrates with LEAP so that users can schedule video calls with one click to meet remotely with staff, clients, co-counsel, and other parties.
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Maximize Law Firm Reporting
LEAP has the first and only Microsoft-certified Power BI connector for legal software. Build insightful law firm reports and dashboards directly from LEAP data with LEAP’s Power BI integration. Access over thirty pre-configured reports in five dashboards to reduce manual data entry and spreadsheet manipulation to save time creating law firm reports. Create and customize dashboards and analytics without the coding or extra costs.
Additional LEAP Integrations & Apps
Manage your estate planning and probate practice, matters and contacts, and legal drafting, all in LEAP.
Edit, view, and share documents securely with staff members, clients, and third parties at no additional cost.
Send back office accounting transactions automatically from LEAP to Xero to provide an audit trail of every transaction.
Export journals securely from LEAP to QuickBooks Online for accurate and up-to-date financial records.
Sign, file, and serve court documents directly from LEAP while automatically capturing all expenses.
Calculate, create, and track automated critical court dates and legal deadlines in just a few clicks.
Firms using LEAP make more money.