Welcome to LEAP

Welcome session
Meet with your dedicated onboarding team and project manager to outline your firm's goals.

Project timeline
Agree on key milestones and set a realistic go-live date.

Pre-installation checklist
Confirm system requirements, devices, and any external integrations (e.g. Xero, Office 365).

Audit and readiness
Review current systems, data sources, and precedents to prepare for transition.

Clean-up and housekeeping
Clean up existing matter files and documents to ensure smooth transition.

Pre-installation set-up
Run System Audit and complete your firm’s onboarding configuration preferences.

Trial transition
Transition a sample of your firm’s data for testing and review.

Validation
Review trial results with your staff and the LEAP team and provide sign-off.

Live transition
Transfer all relevant matter data, documents, and history into LEAP.

Software installation
Install LEAP across your firm’s devices. 

Configuration
Tailor user settings, permissions, and rates to your practice areas. 

Integration set-up
Connect accounting tools, precedents, and any add-ons your firm requires. 

Role-based sessions
Deliver focused training for lawyers, support staff, and administrators. 

LEAP University
Provide all staff access to on-demand training modules

Workflow practice
Test day-to-day scenarios in LEAP ahead of go-live. 

Final checks
Confirm transitioned data, precedents, and integrations are fully operational.

LEAP Go Live
Begin working in LEAP with real matters.

Dedicated support
Access support for troubleshooting, questions and how to guides.

Community resources
Access ongoing tips, updates, and best practices via LEAP Community.

Optimisation
Continue tailoring automations, precedents, and integrations as your firm grows.

Support
Access LEAP Community to view step by step guides, Live Chat support and training videos.