Migrate from Leap 365
Universal Migrator makes leaving Leap 365 easy.
What migrates from Leap 365?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Custom Field Values | |
Contact Notes |
Billing / AR
Matter Trust Account Balances | |
Invoices | |
Invoices <=> Matter Relationships | |
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fee Categories | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Custom Field Groups | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Values | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts | |
Chart of Accounts |
Document Register
Safe Custody Packets | |
Safe Custody Documents |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
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What a Migration Specialist Should Know
about
Leap 365
Leap 365 is a:
Browser-Based Application
This means that firm members can typically access Leap 365 from anywhere with an internet connection. When they need to use Leap 365, they enter Leap 365 credentials into a Leap 365 website and are able to access all their data from there.
Universal Migrator extracts data from Leap 365 via:
Non-API Connections
The following credentials are required:
Admin Leap 365 Credentials
The Migration Specialist will need an Administrator username and password into Leap 365 in order to extract your data.
The computer used to migrate from Leap 365:
Can be located Anywhere
Because data is extracted from Leap 365 via the internet, the migration can be run from any suitable location.
The following people are required for a migration from Leap 365:
Migration Specialist
The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.
Firm Administrator
The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.
In order to migrate from Leap 365:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Leap 365 to users in the new system.
To migrate from Leap 365, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Leap 365 are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.