Dave Fredricksen (Customer) asked a question.
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This is just a suggestion. Not sure it is entirely related to your issue, but because our TimeMatters was giving us grief for a while prior to migrating to Leap, and because we had documents on our system from pre TimeMatters, I had all of our networked client documents migrated into Leap into Clients folders (i.e Clients A-F, Clients G-L, Clients M-R, Clients S-Z) in an effort to attempt to include all documents ever created that were on our network pre-migration! We have found it very useful albeit those matters take a looong time to open because there are so many documents in them. Also, worthy of note, subsequent to the migration we discovered several matters that housed numerous unrelated (other client's) documents. No explanation or resolution for that but I suppose at least the documents are there even if it is tricky to locate them. Hope this is helpful!
Dave,
When we migrated, there was an outside Leap vendor that handled the migration and handled the importing of the documents as I referenced above rather than you or your team doing it.
This was the vendor that did the document integration if you are interested.
Robert Bailey
Vice President
Strategic Partnerships and Global Client Success
JAYVA Group inc. InQUO
Thank you. I will keep his info.
Hello Dave,
Thank you for reaching out. There is no way to link Time Matter and LEAP in order to transfer files to LEAP. You would need to export them from time matters on your desktop and use the import function in the matters you want the correspondence to go to. Open the desired matter > Create a folder under correspondence to be the destination for your files > Right-click within that folder > Import document or Import folder
You can also reach out to implementations@LEAP.us for more information about your transition.