Project Roadmap

This timeline will provide a breakdown of all the steps necessary to ensure that the software is not only installed, but all staff members have the training they require and existing data is transitioned with LEAP.

virtual meeting

Week 1

Initial Meeting

  • Overview of LEAP

project roadmap

Weeks 2-4

Meeting with key stakeholders

  • Demonstration to all partners

  • Precedent automation demonstration

  • Accounting demonstration

  • Proposal review

two factor authentication

Week 5

Review of Systems

  • Review of databases used; primary transition source selected

  • Data review of matter documents

user portal

Week 6

Pre-installation & configuration

  • Complete your pre-installation pack

  • Run a System Audit on all machines to ensure your computers are compatible with LEAP

  • Track your installation progress in real-time with the built-in installation tracker

computer

Week 7-10

Trial Data Transition

  • Housekeeping for data transition and migration of matter documents

  • Trial data provided

  • Trial sign-off

LEAP Website

Week 11-12

Change Management

  • All staff provided with access to LEAP University

  • Review of precedents to import and automate in LEAP

  • Firm to sign off on trial

  • Compliant PC's ready

  • Purchase Xero

agiletruth

Week 13-14

Go Live

  • Final data transition delivered

  • Bulk import of matter documents

  • Commence entering in data from other databases used

  • Commence automating precedents

  • Training on LEAP for all staff

Join the 61,000+ practitioners who are already using LEAP

Enjoy all the benefits of a state-of-the-art legal practice management system as well as legal accounting, document assembly and management and legal publishing assets all in one integrated solution.

LEAP is a fully hosted, backed-up and secure cloud software solution for you where you don't need your own servers to:

  • Manage all your document needs so that you can find your documents instantly and create them accurately;

  • Manage your time, fees and billing requirements to optimise cashflow

  • Work collaboratively online with your clients and other stakeholders

  • Work on your Mobile iPad or Desktop with all data and documents synchronising instantly across all devices for all your users