LEAP Options in Outlook Explained

26/11/2025
Knowledge

How To

Learn how to access Microsoft Outlook directly through LEAP and explore features for efficient communication and streamlined email & task management.

Desktop
Web

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LEAP is currently only partially compatible with New Outlook. While you can still perform essential tasks including saving emails to a matter, removing them, and changing the matter an email is saved to, more advanced automation features are not available in New Outlook at this stage.

For the best experience and full functionality, we highly recommend you continue to use Classic Outlook, for access to all Outlook automation features.

LEAP Options

The Message ribbon is displayed in Microsoft Outlook emails that have been generated directly from a matter in LEAP.

Option	Description
Time & Send	Send the email as well as creating a time entry recording the time spent working on it.
Save Draft & Close	The email will be saved in draft and appear under Correspondence in the matter.
Close	Close the email. You will be prompted to save or discard your email.
Insert File	Share a document via LawConnect or as a Plain Attachment to an email.
Matter Contacts	A list of your contacts from the matter you are in.
Matter ####	The matter your email is currently assigned to. You can Change Matter or Remove from Matter by selecting the relevant option.
Update	Updates the email's mergefields from the matter.
Insert	Insert mergefields from the matter into the email.
Toggle Fields	Toggle LEAP mergefields to show or hide the mergefield codes.

LEAP Automation Options for Microsoft Outlook

Click the arrow User-added image to open the LEAP Automation Options for Microsoft Outlook window.

Option	Description
General
Clean Contacts folder at Startup	All contacts from LEAP will be cleared each time Outlook is closed and re-opened. Click Clean Now to clean manually.
Clear LEAP Suggested Contacts at Startup	All suggested contacts from LEAP will be cleared. This means that email addresses will not pop-up automatically in the recipient column. Click Clear Now to clear manually.
Use Outlook AddressBook	You can use your pre-existing Outlook address book when using Outlook through LEAP. If you untick the box, only LEAP contacts will appear.
Include Client Name In Appointment & Task Subject	The surname of the client will appear in the Subject when a new appointment or task is created.
Emails
Auto Routing	If a user sends an email from a matter in LEAP, and Auto Routing is enabled, any replies to that email will automatically be saved back to the matter. Please note that the Auto Routed email will only be saved to the top level of the correspondence list.
Move Assigned Email(s)	Emails assigned to LEAP will automatically move to the Inbound or Outbound LEAP Matter Based Email Folder.
Close Assigned Email	Email will close when assigned to a LEAP Matter. It will not move the email to the Inbound or Outbound LEAP Matter Based Email Folder. If Move Assigned Emails is enabled, this is no longer optional.
Assign LEAP Category to LEAP Emails	Any emails saved to LEAP are marked with a blue category icon in Outlook.
Enable Matter Activity Recording (AutoTime) for Attachments	Records time spent viewing email attachments.
Set Current Date to LEAP Emails	Emails saved to a LEAP matter will display the timestamp of when the email was created, not the time it was saved.
Tasks
Generate Document Complete Tasks	When a document is created from a task, the task will automatically be marked as completed.
Move Assigned Tasks	Allows you to move assigned tasks to LEAP.
Matters
Suggest Matters	Suggestions for possible matters to assign an email to appears.
Include Subject in Suggestions	The subject relating to the email will be included in the matter suggestion.

Organising and Categorising Your Emails Saved to LEAP

The following options allow you to organise and categorise emails saved to LEAP:

Auto Routing - When Auto Routing is turned on, any replies within an email chain sent via LEAP will be automatically saved to the LEAP matter and the email will be automatically moved to the Inbound LEAP Matter Based Emails folder in Outlook.

Move Assigned Email(s) - When the Move Assigned Email(s) option is enabled, emails assigned to LEAP will be automatically moved to the Inbound or Outbound LEAP Matter-Based Emails folders. This ensures that sent emails are moved from your Sent folder and incoming emails from your Inbox into the appropriate LEAP folders.

Assign LEAP Category to LEAP Emails - When the Assign LEAP Category to LEAP Emails is enabled, any emails saved to LEAP will be marked with a blue category icon in Outlook. This category helps you quickly identify LEAP-related emails at a glance, making it easier to manage and organise your inbox efficiently.

To enable these features:

In Outlook, click on the small arrow icon on the bottom right corner of the Save to Matter button.
The LEAP Automation Options for Microsoft Outlook window will open.
Under the Email section, enable any or all of:
- Auto Routing
- Move Assigned Email(s)
- Assign LEAP Category to LEAP Emails
Click OK to save your settings.

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If emails aren’t moving automatically despite having Move Assigned Email(s) enabled, try resetting the connection between LEAP and Outlook.

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This feature is only available in Microsoft Office Desktop applications and not on Microsoft Office Online.

LEAP Options

The LEAP Web ribbon is displayed in Microsoft Outlook emails that have been opened via the Edit in Outlook option.

Edit in Outlook button.png

Option	Description
Attach File	Share a document via LawConnect or as a Plain Attachment to an email.
Matter Contacts	A list of your contacts from the matter you are in.

Last Modified Date

26/11/2025 6:23 pm

Title

LEAP Options in Outlook Explained

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LEAP-Options-in-Outlook-Explained-NZ

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