LEAP (Legal) Zapier integrationAutomate LEAP (Legal) with Zapier.
The LEAP (Legal) Zapier integration gives you 6 actions and 2 searches, with no trigger. You create cards, matters, comments, fees, time entries and cost recoveries, and look up existing cards or matters first. Another app starts the Zap. Here is how each piece works.
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What the LEAP (Legal) Zapier integration actually does
LEAP is a cloud platform that law firms use to run their practice: matters, documents, billing and client work. Through Zapier it becomes a step in a Zap, an automation that starts with a trigger (an event in some app) and goes on with actions (the work done next). LEAP only offers actions and searches, so it always comes after the trigger.
Three results worth building first. New contacts filed without retyping: an entry arrives in your form tool, and Create Card records the person or organisation in LEAP. Matters opened for the right client: Search Cards finds the client card, then Create Matter opens the matter on it. Time and costs logged where billing happens: Search Matters finds the matter, then Create Time Entry, Create Fee or Create Cost Recovery adds the line.
Now the limits. LEAP has no trigger on Zapier, so nothing that happens in LEAP can start a Zap: another app always has to. Every action writes something new; none updates or deletes an existing record. And because most actions need a matter or a client, the useful Zaps include a search step, which makes them multi-step Zaps that need a paid plan.
If those limits weigh on your choice, read the Make vs Zapier comparison before you build your first LEAP Zap.
Zapier vocabulary in one minute
Eight words come back throughout this page. Here they are in plain terms.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
- Trigger
- The event that starts a Zap. LEAP (Legal) has none on Zapier, so the trigger always comes from another app you use.
- Action
- What the Zap does once it has started. LEAP offers six, from creating a card to logging a time entry on a matter.
- Task
- The unit Zapier bills: one action your Zap completed successfully. Your plan sets how many you get each month.
- Polling vs instant
- A polling trigger is checked on a timer, an instant one is pushed by the app. With LEAP, it depends on the app that starts the Zap.
- Filter
- A step that lets the Zap carry on only when the incoming data meets your condition, and quietly stops it otherwise.
- Search step
- A step that looks up something that already exists, like a matter, so the next steps can use it. LEAP offers two.
- Connection
- Your LEAP account linked to Zapier once, then reused by every step of every Zap that talks to LEAP.
What a LEAP (Legal) Zap really costs
Zapier bills tasks, not Zaps. The trigger, whichever app it comes from, costs nothing, and checking for new data is free too.
- Trigger and checksFree
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps
- Zap with a search stepMulti-step, paid plan
Each action that completes counts as one task, and a failed action is not counted. A Zap with three actions uses three times more than a one-action Zap. LEAP (Legal) is not a premium app, so it works on the free plan: 100 tasks a month, unlimited Zaps. The catch is that free Zaps stop at two steps, one trigger and one action. A search, a filter or a second action turns it into a multi-step Zap, which needs a paid plan. Since most LEAP actions need a matter found first, plan for a paid plan. How fast the Zap starts depends on the trigger app, using the grid below if it polls.
Connect your LEAP (Legal) account to Zapier
- 01
Open Apps in Zapier
Go to the Apps page of your Zapier account and click + Add connection. You need a LEAP account, plus access to any matters or cards you do not own that the Zap should touch.
- 02
Choose LEAP (Legal)
Search for LEAP (Legal) in the dialog, pick it, then click Add connection. A new browser tab opens on the LEAP side, ready for you to sign in with your LEAP account.
- 03
Sign in and grant access
Log in to LEAP in that tab and allow Zapier to use the account. The connection is saved once, and every Zap step that calls LEAP afterwards reuses it automatically.
Your first LEAP (Legal) Zap, step by step
GoalOpen a matter in LEAP for each new form entry, on the client card that a search finds first.
- 01
Pick the trigger in your form tool
LEAP has no trigger, so start the Zap with your form tool and its new-entry event. Connect that account and choose the form that collects new requests.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent entries of the connected account, so the following steps are mapped on a real one.
- 03
Add Search Cards
Add LEAP (Legal) with
Search Cards. Map the email address or the full name from the form into the matching exact-match field, then test that it finds the card. - 04
Add Create Matter
Add LEAP again with
Create Matter. Fill the required Client field with the card that Search Cards returned, so the matter lands on the right client. - 05
Test, then publish
Test the action once and check the new matter in LEAP. Then click Publish. The search makes this a three-step Zap, so it needs a paid plan.
LEAP (Legal) actions on Zapier
LEAP (Legal) gives you 6 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Card
ActionIn Zapier“Create a LEAP card for a person/s or organisation”
Records a new card in LEAP for one or more people, or for an organisation. The only required field is the Card Type.
Create Comment
ActionIn Zapier“Create a new comment on a matter”
Adds a comment to an existing matter. Three fields are required: the Matter, a Title and the Comment itself.
Create Cost Recovery
ActionIn Zapier“Create a new cost recovery for a matter”
Records a cost to recover on a matter. Required fields: Matter, Quantity, Billing, Amount Each and Date.
Create Fee
ActionIn Zapier“Create a fee entry for a matter”
Adds a fee entry to a matter. It needs the Matter, a Date and the Billing setting.
Create Matter
ActionIn Zapier“Create a new matter”
Opens a new matter in LEAP. One field is required, the Client, which must point to an existing card.
Create Time Entry
ActionIn Zapier“Create a new time entry for a matter”
Logs time against a matter. Required fields: Matter, Date, Billing, Minute Billing Units, and whether the fee is calculated from fee units or time elapsed.
LEAP (Legal) searches on Zapier
2 search steps look for data that already exists in LEAP (Legal), so a later step can use it.
A search step looks up a card or a matter that already exists, so the next action can write on it. In the editor, LEAP's searches sit at the bottom of the action-event list, under the SEARCH heading. Three settings decide what happens when the result is not clean.
Search Cards
SearchFind or createIn Zapier“Search for a card”
Finds an existing card from an exact short name, full name, email address or contact number. The editor also lists a find-or-create line for it: the same search with the creation box ticked, not a separate operation.
Search Matters
SearchFind or createIn Zapier“Search for a matter”
Looks up a matter by exact matter number, client, matter type or status, with options to include archived matters or keep only current ones. A find-or-create line for it also shows in the editor; it is this same search with creation switched on.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depend on it are skipped. Switched on, the Zap carries on without a result.
- Create X if it doesn't exist yet?Ticking this box turns the search into a find-or-create: it stops offering the setting above and asks for the fields needed to create the missing item.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When a LEAP (Legal) Zap breaks
Zapier links no help article to LEAP (Legal), so the failures below are the general Zapier limits, applied to how this app works.
With a search between the trigger and most actions, a LEAP Zap has one more place to stop than a two-step Zap. Here are the four situations to check before you publish. For problems that are not specific to LEAP, see the Zapier troubleshooting guide.
Nothing from before the Zap
A Zap only reacts to what happens after you switch it on. Entries that already existed in your trigger app never reach LEAP; moving that history is a separate job.A search that stops everything
If Search Matters or Search Cards finds nothing and the setting is left on its default, the Zap stops there and the action after it never runs.A Zap that restarts itself
If the Zap writes back into the very place its trigger app watches, it sets itself off again and again and burns through your tasks fast.Bulk imports get held back
When the trigger app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold it back instead of running every item.
Need help automating LEAP (Legal) with Zapier?
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