OUR SERVICES INCLUDE…
Our technical consultants will install the software in your environment, ensuring the system requirements are met and the system integration with all supporting products, such as Office 365, are working as expected. We fully understand the data migration process and liaise seamlessly with the LEAP transition team to ensure an effective move from your legacy data.
If the standard data transition isn’t possible, or you have data from multiple sources, we help you by providing services to input your historic and current case and accounts data with accuracy and speed.
We manage your LEAP Implementation from initial meeting, and setting of expectations and deciding a suitable schedule right through to achieving defined milestones and completing the final phases on time. We hand you back to the LEAP Client Success team upon completion of your follow up training.
LEGAL ACCOUNTS TRAINING
Ensuring IOLTA and operating account are managed accurately and compliantly, our dedicated training for bookkeepers is delivered by accounting-qualified trainers who understand the importance of error-free legal accounts. Fully conversant with Bar Association requirements, the team will train on best practice as well as functional software training.
We recognise the project doesn’t abruptly end once your new application’s installed. Should your business needs and priorities change, enlist our consultancy support on a one-off or regular basis.
END USER TRAINING
We provide individual and group instruction, pre-installation and go-live training, and follow up and refresher training as you grow, thereby laying the foundations for your optimized use of LEAP. We understand the logistical challenges of coordinating effective training in a small business, so we make sure everyone gets the support they need and day-to-day essentials are covered, then you can build your training requirements as your firm requires.
TEMPLATE DOCUMENT CREATION
We create templates in your branding and house style, and tailor according to your unique workflow. Minimising the impact of change, your team will have access to key templates and documents they’ve used for many years, fully automated and branded from within the LEAP system. You can then create documents in seconds by auto-merging content from your LEAP database, hitting the ground running.
With pre-configured matter types, comprehensive library of 3,000 forms and 300 precedents for common areas of law, there’s minimal customisation required. We’ll create new precedents for niche specialisms and tailor your firm’s settings accordingly.
PREMIUM PROJECT MANAGEMENT
If you’re looking for fully comprehensive project management, over-and-above the standard LEAP implementation package included in your set-up fee, choose our premium-level service. This is ideal for those firms who need a little more hand-holding support throughout and want a dedicated on-site presence for key milestone delivery.
BUSINESS PROCESS CONSULTANCY
Over time, it’s inevitable that inefficient working practices start to creep in to your business and it’s difficult to spot these from the inside. By adopting an objective standpoint, based on years of experience of working with law firms and attorneys across the globe, we identify areas for improvement, introduce best-practice processes and boost overall performance.
Organisational change can be daunting. We provide change management support to all of your business’s stakeholders so the transition to new technology is a managed, comfortable and positive process. More importantly, that it is right for your firm.
QUICKBOOKS GOLD PROADVISOR
For law firms choosing to integrate LEAP with the QuickBooks accounting system, we hold Gold ProAdvisor status whereby we provide set up, training, technical support and integration assistance. With our expert input, you’ll be up-and-running with your combined LEAP-QuickBooks solution in next-to-no time.