How to set up the integration between LEAP and DecisionVault?

Setting up and using the integration involves the following steps:

1. Authenticate LEAP with DecisionVault
2. Set up matter types
3. Sync contacts

1. Authenticate LEAP with DecisionVault

To authenticate LEAP with DecisionVault go to the integrations page - and look for the 'Authenticate with LEAP US' button. Follow the prompts to login to LEAP and to give DecisionVault access.

2. Set up matter types

The integration can create new matters and contacts in LEAP - or search for and link to existing matters & contacts in LEAP.

For DecisionVault to be able to create matters in LEAP you need to set up a matter type to create in LEAP for each of your questionnaire types in DecisionVault:

When you click "edit" the tool will load the available matter types from LEAP:

After you save the combination of State / Matter Type and Staff Members - you will be able to let DecisionVault create matters in LEAP for this questionnaire.

3. Sync Contacts

To sync information over to LEAP you need to open a matter in DecisionVault and choose LEAP from the "integrations" dropdown on the right hand side:

This lets you choose whether you want to create a new matter in LEAP or link to an existing one:

To follow that you can select contacts to sync:

Which will show up in LEAP: