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 Definitions | |
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) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Related Matter Relationships |
Unmapped Entities
Unmapped Entities |
Custom Fields
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts | |
Chart of Accounts | |
Activities |
Document Register
Safe Custody Packets | |
Safe Custody Documents |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
Leap 365
Leap 365 is a:
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.
Browser-Based Application
Universal Migrator extracts data from Leap 365 via:
Non-API Connections
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Leap 365 in order to extract your data.
Admin Leap 365 Credentials
The computer used to migrate from Leap 365:
Because data is extracted from Leap 365 via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Leap 365:
A member of the firm will need to complete a small spreadsheet mapping users from Leap 365 to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Leap 365 includes:
Documents saved under Contacts
Documents saved under Matters
Document Templates
Backing up financials from Leap 365 includes:
Matter trust account transactions
The following people are required for a migration from Leap 365:
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.
Migration Specialist
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.
Firm Administrator
To migrate from Leap 365, the Migration Specialist needs:
A Universal Migrator Subscription
Nord VPN
Migration tools for Leap 365 are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
Special warnings about Leap 365
Many consultants have reported that that when they attempt to back up data from Leap 365, they experience interruptions. These interruptions may include user accounts being disabled, download speeds being throttled, their IP addresses being blocked and more.
Expect unexpected delays.
Expect Challenges Creating Backups of Leap 365
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
Migrate like MedTech.
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.
Zero Downtime.
Universal Migrator facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.
No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.


1000+ Attorneys


300,000 Documents


100+ Staff


100+ Staff


4 Staff


8 Staff


800,000+ Documents


7 Locations


14 Locations


2 Locations


4 Locations


10,000,000+ Documents



