Getting Started With LEAP
LEAP works with law firms to develop an installation and training timeline that ensures a smooth transition and ongoing success.
)
)
step 1
Initial Meeting
Identify firm goals and processes
Review LEAP benefits
Assess firm needs
)
step 2
Meeting with Key Stakeholders
Demonstration to all partners
Forms and templates automation demonstration
Accounting demonstration
Review proposal
)
step 3
Systems Review
Review of databases used; primary transition source selected
Data review of matter documents
)
step 4
Finalize LEAP Order
Review of system requirement compliance
Welcome call with Implementations team
Onboarding overview
)
step 5
Trial Data Transition (If Required)
Housekeeping for data transition and matter documents migration
Trial transition validated
Trial data sign-off
)
step 6
Change Management
All staff provided with access to LEAP Academy
System audits and PC compliance check
Review and confirm firm settings
)
step 7
Go Live
Final data transition delivered
Training on LEAP for all staff
Begin entering data from legacy systems
All staff provided access to the LEAP User Portal for support and training
Firm handover to the Client Success team
Firms using LEAP make more money.