Project Roadmap

LEAP works with law firms to develop an installation and training timeline that ensures a seamless transition and ongoing success.

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step 1

Initial Meeting

  • Identify firm goals and processes

  • Review LEAP benefits

  • Assess firm needs

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step 2

Meeting with Key Stakeholders

  • Demonstration to all partners

  • Forms and templates automation demonstration

  • Accounting demonstration

  • Review proposal

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step 3

Systems Review

  • Review of databases used; primary transition source selected

  • Data review of matter documents

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step 4

Finalize LEAP Order

  • Review of system requirement compliance

  • Welcome call with Implementations team

  • Onboarding overview

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step 5

Trial Data Transition (If Required)

  • Housekeeping for data transition and matter documents migration

  • Trial transition validated

  • Trial data sign-off

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step 6

Change Management

  • All staff provided with access to LEAP Academy

  • System audits and PC compliance check

  • Review and confirm firm settings

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step 7

Go Live

  • Final data transition delivered

  • Training on LEAP for all staff

  • Begin entering in data from legacy systems

  • All staff provided access to LEAP User Portal for support and training

  • Firm handover to Practice Management Advisors

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