Application Settings - Integrations

17/08/2026
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 and SMS & Fax domains.

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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.

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.

InfoTrack Settings

Click Integrations > InfoTrack.
Select the appropriate Searching Fee Task Code to be used from the drop-down list.
Tick the Split VAT/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 VAT/Fre Searching Fees setting as Xero does not allow a non-standard amount of VAT 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.

Power BI

Select whether a user needs Power BI activated on their account by toggling it on or off on this window.

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For more information on installing Power BI and authorizing the LEAP Connector, click here.

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 (including OneDrive) account with LEAP, follow these steps:

Navigate to LEAP Menu > Settings > Application Settings
Click Integrations > Microsoft 365.

The Microsoft 365 window will open.

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The Linked Status will show if your Microsoft account has already been successfully linked or not. If prompted that "Microsoft 365 Admin Account Verification is required", you can follow the steps below:
Click on Renew Admin Consent in the top right corner.

This will prompt you to sign into your Microsoft account.
Sign in to Microsoft using the MS365 admin credentials.

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If you're unsure of your Microsoft 365 admin credentials, contact your IT professional or office administrator to get the correct login details. Alternatively, you can select 'Return to the application without granting consent' to try again later.
Click Save.

Once your account has been linked, individual user's Microsoft Accounts can be managed on the same window.

Microsoft Office (MSO) Permissions

User consent (delegated permissions)

Granted by each user, kept to a minimum:

Permission	Used for
ChannelMessage.Send	Sending documents to a Teams channel
ChatMessage.Send	Sending documents to staff via Teams chat

Firm consent (application permissions)

Granted once for the whole firm by their Microsoft 365 administrator. This covers everything else LEAP does with Microsoft 365, acting via a firm-level (app-only) token:

Permission	Used for
Calendars.ReadWrite	Reading/creating/updating/deleting appointments
Mail.ReadWrite, Mail.Send	Reading, drafting and sending email
Contacts.Read	Reading the user's address book
Tasks.ReadWrite.All	To-do tasks
Files.ReadWrite.All	Uploading files to Teams
Group.ReadWrite.All	Creating Teams matter groups and channels
OnlineMeetings.ReadWrite.All	Creating online (Teams) meetings
CallRecords.Read.All	Reading Teams call records
Sites.FullControl.All, User.Invite.All, User.Read.All	Co-authoring and Share via OneDrive
Domain.Read.All	Matching a user's Microsoft domain to a LEAP firm during sign-in
SharePointTenantSettings.Read.All	Reading tenant-level SharePoint/OneDrive settings

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.

Last Modified Date

17/08/2026 12:59 am

Title

Application Settings - Integrations

URL Name

Entering-your-credentials-to-use-integrated-packages

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