Overview

In todays digital world, securing your firm and your clients data is paramount

This is why LEAP requires each licenced User to authenticate and authorise ConnectSmart to work on their behalf when creating File Notes, Time Entries and more

If you haven't already done a Sync with LEAP to import your LEAP Users, follow the Sync with LEAP guide first

If you have, you are ready for your Users to authorise ConnectSmart via one of these 3 simple methods

After a Sync - Password Reset

If the User has not logged in before, and you have just run the Sync with LEAP, open the User section in Manager, select the User and click Reset Password

This will email them a single use password to login

Once logged in, they can navigate to Integrations and click Link with LEAP

They can then authenticate using their LEAP credentials and click authorise

User - Password Reset

They can open their browser at https://my.connectsmart.cloud/, and click Forgot Password

Enter in their email address, and click Reset Password will email them a single use password to login

Once logged in, they can navigate to Integrations and click Link with LEAP

They can then authenticate using their LEAP credentials and click authorise

Via LEAP

In LEAP, enable CallSmart via the App Marketplace

Click Call with CallSmart inside any Matter to open the CallSmart window

This will detect they are a new User and prompt them to authenticate using their LEAP credentials and click authorise

Once a LEAP User has done either of these integration steps, they will be able to use CallSmart, PrintSmart, NoteSmart and any other integration available for LEAP, assuming they have these services allocated to them