Automated transitions
We can automate the transition of your data from compatible systems, using unique software that we've developed. Here we can review the data and compare against the reports you provide. We import your information into LEAP once reviewed and validated.
Please note: Our data transition import limits are:
Cards/contacts: 90,000
Matters: 65,000
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Product options
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Includes
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Does not
include
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Basic (Standard)
A Basic (Standard) transition is where we will import Client Names and Addresses as well as Matter Details, including associated staff and case types.
Law firms mainly select this option when starting up or where the accounting information is not sufficiently up to date to be useful.
It is also an option where the firm uses two products, one for case management and another for accounting and it is decided that it would be more beneficial to import the case data and key in the opening balances. | Matter details,
client details,
staff details | Opening
balances,
transaction
history |
Opening Balance
An Opening Balance transition is where we import everything listed for a Basic (Standard) transition as well as a single opening brought forward figure for Trust Account, Billable Disbursement, Debtor and Work in Progress Balances per matter.
Firms most commonly select Opening Balance transitions, where we collect the data by running standard reports from the current system, which must be saved in an Excel spreadsheet format. | Matter details,
client details,
staff details,
opening
balances | Transaction History |
Transactional
A Transactional transition builds on the Opening Balance transition to provide visibility of the detailed historical Trust and Operating Account transactions which make up the Brought Forward Balances.
We list the practice management systems from which we can perform a transactional transition on the Transition to LEAP Order Form. | Matter details,
client details,
staff details,
opening
balances,
transaction
History | |
MS Excel transitions
Where your system does not allow us to perform an Automated transition, we provide a set of template spreadsheets where you can enter any Trust Account, Debtor, Billable Disbursements and Work in Progress opening balances. The data entered in the templates can then be imported into our transition software. We can provide advice on how to collate this information, either from your current database or from reports saved to Excel. Your options are: |
Product options
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Includes
|
Does not
Include
|
Assisted
For Assisted Excel transitions, we support you in populating the template in Excel spreadsheets.
We will remotely log on to your system and investigate the best option for your law firm.
This may entail writing specific queries on your raw database or to find and run relevant reports which we can export to Excel.
In either case, we would manipulate any information we are able to extract into a specific format required by our transition software. | Matter details,
client details,
staff details,
opening
balances | Transaction History |
Non-assisted
For a Non-assisted Excel transition, we provide a set of spreadsheets where you can enter
the details for staff, clients and matters as well as opening balances if required. These are in a fixed format, and only the information requested can be imported.
We provide instructions to explain the format of the information required We then load the information into our transition software and proceed from there. | Matter details,
client details,
staff details,
opening
balances | Transaction History |
