Transitions - What Is and Isn't Included in the Transition

How To

Each transition is unique and what is and isn't included depends on various aspects such as what legacy practice management system you are migrating from, how you have entered in the data, and what type of data transition you have selected.

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Not all legacy practice management system transactions will be able to perform exactly as below.

Illustrated below are the types of transition that we offer and the additional services available.

Automated transitions

We can automate the transition of your data from compatible systems, using unique software that we've developed. Here we can review the data and compare against the reports you provide. We import your information into LEAP once reviewed and validated.

Please note: Our data transition import limits are:

Cards/contacts: 90,000
Matters: 65,000

Product options

Includes

Does not

include

Basic (Standard)

A Basic (Standard) transition is where we will import Client Names and Addresses as well as Matter Details, including associated staff and case types.

Law firms mainly select this option when starting up or where the accounting information is not sufficiently up to date to be useful.

It is also an option where the firm uses two products, one for case management and another for accounting and it is decided that it would be more beneficial to import the case data and key in the opening balances.

Matter details,

client details,

staff details

Opening

balances,

transaction

history

Opening Balance

An Opening Balance transition is where we import everything listed for a Basic (Standard) transition as well as a single opening brought forward figure for Trust Account, Unbilled Disbursement, Accounts Receivable and Work in Progress Balances per matter.

Firms most commonly select Opening Balance transitions, where we collect the data by running standard reports from the current system, which must be saved in an Excel spreadsheet format.

Matter details,

client details,

staff details,

opening

balances

Transaction History

Transactional

A Transactional transition builds on the Opening Balance transition to provide visibility of the detailed historical Trust and General Bank Account transactions which make up the Brought Forward Balances.

We list the practice management systems from which we can perform a transactional migration on the Transition to LEAP Order Form.

Matter details,

client details,

staff details,

opening

balances,

transaction

History

MS Excel transitions

Includes

Does not

Include

Where your system does not allow us to perform an Automated transition, we provide a set of template spreadsheets where you can enter the details for staff, clients and matters as well as opening balances if required. The spreadsheets are in a fixed format, and only the information requested can be imported. We provide instructions to explain the format of the information required. We can furthermore provide advice on how to collate this information, either from your current database or from reports saved to Excel. We then load the information into our transition software and proceed from there.

Matter details,

client details,

staff details,

opening

balances

Transaction History

This table represents the information that can be extracted where available and populated in the expected fields.

*Type of Transition/* *Details*	Standard	Opening Balance	Transaction
*Matter Details*
Matter Reference (20 characters)	✓	✓	✓
Matter Type	✓	✓	✓
Matter Description (80 characters)	✓	✓	✓
Staff Member Acting	✓	✓	✓
Staff Member Responsible	✓	✓	✓
File Status	✓	✓	✓
Date Matter Opened	✓	✓	✓
Date Matter Completed/Archived	✓	✓	✓
Archive Number	✓	✓	✓
File Location	x	x	x
Comments	✓	✓	✓

*Client Details: Company*
Trading Name	✓	✓	✓
Business Type	✓	✓	✓
Business Number	✓	✓	✓

*Client Details: People*
First name	✓	✓	✓
Last name	✓	✓	✓
Salutation	✓	✓	✓

*Client Details: Communication*
Street Address	✓	✓	✓
Other Address	✓	✓	✓
Fax Number	✓	✓	✓
Cellular Phone Number	✓	✓	✓
Home Phone Number	✓	✓	✓
Email Address	✓	✓	✓

*Contact/People Details*
Gender	✓	✓	✓
DOB	✓	✓	✓
Place of Birth	✓	✓	✓
Marital status	✓	✓	✓
Occupation	✓	✓	✓
Maiden Name	✓	✓	✓

*Staff Details*
Name	✓	✓	✓
Surname	✓	✓	✓
Initials	✓	✓	✓
Email Address	✓	✓	✓
Chargeable Rates	✓	✓	✓

*Opening Balances*
Client Account Opening Balances	x	✓	✓
Deposit Account Opening Balances	x	✓	✓
Debtors Opening Balances	x	✓	✓
Unbilled Disbursement Balances	x	✓	x
Unbilled Time/WIP	x	✓	x
Retainer/Office Credit Opening Balance	x	✓	✓

*Transactions*
Client Account Ledger	x	x	✓
Debtors Ledger	x	x	✓
Office Ledger	x	x	✓
Unbilled Disbursements	x	x	✓
Unbilled Time/WIP Ledger	x	x	✓
Billed Time History	x	x	x
Draft Bills/Invoices	x	x	x

*Other*
Documents	x	x	x
General Ledger Balances	x	x	x
Customised Templates	x	x	x
Quickbooks/Xero Setup	x	x	x

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Any data not in the above list, will not be migrated into LEAP.

For further information, you can request a Data Expectation Document specific to your practice management system from our Implementations Department via email (implementations@leaplegalsoftware.ca).

Last Modified Date

4/11/2021 10:37 pm

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Transitions - What Is and Isn't Included in the Transition

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Transitions-What-Is-and-Isn-t-Included-in-the-Transition-CA

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