Connect Moneypenny and LEAP (Legal) to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Moneypenny with LEAP (Legal) - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Message Received" from Moneypenny.

Add your action

An action happens after the trigger—such as "Create Card" in LEAP (Legal).

You’re connected!

Zapier seamlessly connects Moneypenny and LEAP (Legal), automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Recipients
  Required
Trigger
Instant
Try It
- Matter
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Matter
  Required
- Date
  Required
- Memo
- Billing
  Required
- Quantity
Action
Write
- Matter
  Required
- Date
  Required
- Memo
- Billing
  Required
- Minute Billing Units
  Required
- Do you want to use fee units or time elapsed to calculate the fee amount?
  Required
Action
Write
- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
Action
Search

- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
- Client
  Required
- Matter No.
- Matter Description
Action
Search or write

- Card Type
  Required
Action
Write
- Matter
  Required
- Quantity
  Required
- Billing
  Required
- Amount Each
  Required
- Date
  Required
Action
Write
- Client
  Required
- Matter No.
- Matter Description
Action
Write
- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
Action
Search
- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
- Card Type
  Required
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Moneypenny and LEAP (Legal) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Moneypenny to LEAP (Legal) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Moneypenny

Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.

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Related categories

Communication

About LEAP (Legal)

LEAP is a cloud-based legal practice management platform that streamlines case management, document automation, billing, and client collaboration for law firms.

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