Integrating Birdeye with LEAP
LEAP is a Law Practice Management Software (PMS) used by law firms and lawyers to automate administrative and operational aspects of their businesses. LEAP helps its clients to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting. Integrating LEAP with Birdeye will automate the process of sending out review requests to clients on a daily basis.
Once LEAP is integrated with Birdeye, Birdeye will pull client information from LEAP once daily from the cases that were closed on the previous day. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your PMS using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for LEAP:
|
Trigger Display Name |
Trigger Description |
LEAP Open Matter Trigger Service |
This trigger is used to fetch customer data based on open matters. |
LEAP Close Matter Trigger |
This trigger is used to fetch customer data based on the completed matters. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the Birdeye technical support team sets up the initial integration, you can log in to your Birdeye account to complete the integration process.
To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. Click on the 'Business Profile' under the 'Profile' section. Click on the specific location for which you have set up the integration.
Once you click on a particular location, it will redirect you to that location. Now, scroll down to the 'CRM Integrations', and click on the 'Authorize' button to authorize the business.
After you click the authorization button, you will be redirected to the LEAP website. Enter the username and password associated with your LEAP account and click on 'Sign in.'
After signing in, you will be redirected to the Birdeye dashboard, and an 'Authorized' message will appear next to LEAP.
If you want to stop or discontinue the integration with LEAP, use the 'Disconnect LEAP' button inside the 'Setup' tab. Once clicked, your LEAP account will be disconnected from Birdeye and the 'Disconnect LEAP' button on this page will revert to 'Authorize LEAP'. You can authorize the integration anytime again, as done in step two above.
IMPORTANT:
1. At least one location from each region must be authorized. If there are multiple locations with the same region, authorizing one location will automatically authorize all active locations having that region. The same holds true for disconnecting.
2. When adding a new location, whether it has the same region or a different region, you need to authorize it individually.
3. In the case where you are authorizing and adding a location simultaneously, all locations with the same region will be authorized together.
4. If a region of an existing location is changed, it must be re-authorised.