Microsoft 365 Integration in Legal Software

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.

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.

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.

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.

LEAP has the first 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.