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Migrate from Leap Desktop

Universal Migrator makes leaving Leap Desktop easy.

What migrates from Leap Desktop?

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

Where can I migrate Leap Desktop to?

Leap Desktop
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What a Migration Specialist Should Know

about 

Leap Desktop

Leap Desktop is a:


This means Leap Desktop typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by Leap Desktop.

Hybrid Application

Universal Migrator extracts data from Leap Desktop via:

Non-API Connections

Other Notes:


In Leap Desktop's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Leap Desktop.

Document Name Humanization

The following credentials are required:


The Migration Specialist will need an Administrator username and password into Leap Desktop in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.

Admin Leap Desktop Credentials (Dedicated)

The computer used to migrate from Leap Desktop:


Because data is extracted from Leap Desktop via the internet, the migration can be run from any suitable location.

Can be located Anywhere

In order to migrate from Leap Desktop:


A member of the firm will need to complete a small spreadsheet mapping users from Leap Desktop to users in the new system.

The Firm Administrator must complete a User Mapping spreadsheet.

Backing up documents from Leap Desktop includes:

Documents saved under Contacts

Documents saved under Matters

Document Templates

Backing up financials from Leap Desktop includes:

Matter trust account transactions

The following people are required for a migration from Leap Desktop:


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 Desktop, the Migration Specialist needs:

A Universal Migrator Subscription

Nord VPN

Migration tools for Leap Desktop 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 Desktop


Many consultants have reported that that when they attempt to back up data from Leap Desktop, 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 Desktop

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

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.

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.

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

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