LEAP integrations_

LEAP integrates with InfoTrack, Microsoft 365, DocuSign, iManage, and selected accounting tools through its native integration library and partner API, serving over 14,000 law firms across the UK, Australia, and Ireland. Native integrations cover basic one-to-one data sync for conveyancing searches, email filing, and document management. For firm-specific workflows that connect multiple tools from a single trigger, replace expensive SaaS subscriptions, or automate processes native integrations don’t cover, Formulaic builds custom LEAP integrations with no marketplace limits.

Short answer: LEAP has native integrations with InfoTrack, Microsoft 365, and selected DMS tools. Formulaic builds custom integrations that orchestrate 5+ tools from one trigger, automate multi-step legal workflows, and replace SaaS subscriptions with systems your firm owns.

What we build that native integrations can’t

Native integrations are one-to-one: LEAP syncs with InfoTrack, or LEAP syncs with Outlook. Each connection works independently. Your firm’s actual workflows are not independent. They’re chains.

A new conveyancing matter in LEAP should trigger property searches in InfoTrack, create a workspace in iManage with the correct folder templates, send an engagement letter via DocuSign, notify the assigned fee earner in Teams, and create a billing schedule in Xero. That’s one event, five systems, zero manual steps. No native integration does this. We build it.

A family law team handling financial remedy proceedings needs disclosure bundles compiled from LEAP matter data, filed to the DMS with the correct naming convention, and pushed to counsel with a cover note generated from the matter record. That’s not a “LEAP to iManage” integration. That’s a system.

Multi-tool orchestration

The firms we work with don’t need “LEAP to X.” They need “when Y happens in LEAP, everything else takes care of itself.”

Examples of what a single custom integration handles:

• New conveyancing matter opens → InfoTrack searches ordered automatically, iManage workspace created with folder templates, Teams channel notified, client portal activated, engagement letter queued for signature
• Property searches returned → results filed against the matter, report on title template populated, fee earner notified, client update drafted, completion timeline recalculated
• Invoice finalised → pushed to Xero with correct nominal codes, payment link generated, client notified by email, aged debt tracker updated
• Deadline approaching → fee earner notified in Teams, backup assigned, checklist generated, client communication drafted

Each of these replaces 15-30 minutes of manual work per occurrence. At 200+ matters per year, that’s thousands of hours recovered.

Replace SaaS, don’t just integrate it

Most firms run 6-12 SaaS subscriptions alongside LEAP. Some of those tools do one thing you actually use, buried inside a product designed for a different audience.

We’ve seen conveyancing firms paying for a standalone client portal, a separate document automation tool, a third-party progress tracker, and a reporting dashboard — when a single custom system connected to LEAP handles all four. Built for their workflows, owned by them, with no per-seat licensing.

The question isn’t “how do we connect all these tools.” It’s “which of these tools can we replace with something better and cheaper that connects to LEAP natively.”

We start with the audit: map your current stack, identify what’s redundant, and propose what to build vs what to keep. Some tools earn their subscription. Others are costing you more than a custom replacement.

How we approach LEAP integrations

1. Audit your stack — we map every tool connected to LEAP, how data flows between them, where the manual steps live, and what’s costing you the most time or money. Two weeks.

2. Design the system — not “which tools to connect” but “what should happen when X occurs.” We design around your workflows, not around tool limitations. The output is a build spec with clear scope.

3. Build and deploy — direct API integration with LEAP. No middleware, no Zapier, no per-task fees. The system connects to your infrastructure, complies with regulatory requirements, and runs with full error handling and monitoring. You own the source code.

No marketplace limits

We don’t need official connectors or pre-built integrations. If a tool has an API, a database, a webhook, or even a CSV export, we can connect it to LEAP. We set the rules. We define the logic. We build exactly what your firm needs.

That includes tools LEAP’s native library doesn’t support, internal systems your firm built years ago, government portals like MyHMCTS (UK) and state court e-filing systems, and niche tools like Proclaim, Osprey, and NetDocuments that serve specific practice areas.

Compliance across jurisdictions

Every custom LEAP integration we build accounts for the regulatory environment your firm operates in. For UK firms: SRA Accounts Rules compliance, client/office account separation, UK GDPR data handling, and data residency on UK infrastructure. For Australian firms: law society practice standards, trust account requirements, and data sovereignty rules under the Privacy Act. For firms in Ireland: Law Society of Ireland practice regulations and GDPR compliance.

This is not a bolt-on. Compliance is part of the system architecture from day one. Audit trails, access controls, encryption, and data residency are design decisions, not afterthoughts.

See our legal solutions for more on what we build for law firms, or read about how we approach conveyancing workflows and document drafting systems that connect to LEAP.