The Lawmatics–LEAP integration connects your client intake and matter management workflows, allowing matter data, documents, notes, and relationships to sync seamlessly between the two systems. Once connected, you can control exactly when matters sync and how Lawmatics fields map to LEAP.
LEAP Integration Settings
To access the LEAP integration settings, sign in to Lawmatics and click the Settings gear icon in the bottom-left corner of your account. From there, select Integrations and click LEAP.
You will be asked for your LEAP login credentials in order to connect the integration.
Note: It is required that you have Matter Numbering turned on in LEAP. You can find those settings here. If this setting is not turned on, syncing matters to LEAP from Lawmatics will give you a "Sync Failed" error.
Matter Conversion Sync
When Matter Conversion Sync Enabled is turned on, matters will automatically sync to LEAP when they are converted to a client in Lawmatics.
This allows you to include LEAP syncing as part of your hiring workflow, without requiring a manual sync action.
When you click the convert button (or trigger it via automation), three things happen:
The matter is synced to LEAP
The matter status in Lawmatics changes to "Hired"
The matter is assigned a Converted Date.
Matter Document Sync
Enable this setting to sync documents from Lawmatics to LEAP.
Existing documents on a matter will sync during the initial sync
New documents added after syncing will be included during subsequent syncs
Documents will appear in LEAP in a folder named Lawmatics Files
Matter Note Sync
Enable this setting to sync notes from Lawmatics to LEAP.
Existing notes will sync during the initial sync
New notes added after syncing will be included during subsequent syncs
Notes are created in LEAP as comments and placed in a folder named Lawmatics Notes
Matter Relationship Sync
When enabled, related contacts on a matter in Lawmatics will sync to LEAP.
Related contacts are created as separate contacts in LEAP
Each contact is connected to the matter using the appropriate relationship label (for example, Attorney, Plaintiff, Court)
Matter Type Location
Select the State that determines which LEAP Matter Types are available for mapping. This ensures that Lawmatics Practice Areas are mapped to the correct LEAP Matter Types based on jurisdiction.
Map Practice Areas
Practice Area mapping ensures that matters synced from Lawmatics are created in LEAP with the correct Matter Type.
Each Lawmatics Practice Area must be mapped to a corresponding LEAP Matter Type before syncing.
How to map Practice Areas
Select a Lawmatics Practice Area from the dropdown
If a Practice Area does not appear, it has already been mapped
Select the corresponding LEAP Matter Type from the LEAP dropdown
Click Add Mapping
Confirm the mapping appears in the list below
Once mapped, any matter using that Practice Area will sync to LEAP with the selected Matter Type.
Map Contact Fields
This section controls how contact information in Lawmatics maps to contact fields in LEAP.
To create a contact field mapping:
Select a Lawmatics Field
Select the corresponding LEAP Contact Field
Click Add Mapping
Some standard contact fields are commonly mapped by default, such as:
First Name → Person First Name
Last Name → Person Last Name
Email → Person Email
Phone numbers → Person Phone fields
Address → Card Street Address
Mapped contact fields will sync automatically whenever a matter is synced to LEAP.
Map Matter Fields
This section defines how matter-level fields in Lawmatics map to LEAP matter fields.
Standard matter fields are mapped automatically and cannot be edited. These include items such as:
Case Title - Case Description
Practice Area
Matter Owner
Once synced, any data entered into these fields in Lawmatics will sync to the corresponding fields in LEAP.
Custom Field Mappings
Custom field mappings allow you to sync additional Lawmatics matter fields to LEAP.
To add a custom field mapping:
Select a LEAP Matter Type
Choose the Lawmatics Matter Field
Select the corresponding LEAP Field
Save the mapping
Custom field mappings apply only to the selected LEAP Matter Type.
Syncing Matters to LEAP
Once your integration settings and mappings are complete, matters can be synced to LEAP in two ways:
Manual Sync: Click Sync to LEAP at the top of a matter once required fields are populated
Automatic Sync via Conversion: If Matter Conversion Sync Enabled is turned on, clicking Convert will automatically sync the matter to LEAP
Clicking Sync on a matter that has already been synced will update the existing matter in LEAP, not create a duplicate.