Implementing LEAP

A LEAP product consultant will either visit your office or demonstrate the software online. This is your opportunity to see all features and functionality, ask questions and discuss implementing change within your practice.

Haven't seen a LEAP demo yet? Book one by clicking HERE.

Your firm will be assigned a LEAP Implementation Coordinator and LEAP Certified Consultant to work alongside your firm. They will work with you to select an appropriate timeline for your transition, installation, and training.

Following your initial meeting with your LEAP Implementation Coordinator, you will be given a login for the LEAP User Portal. From there, you can review the progress of your implementation and access available resources.

Your data will be collected for one of our Data Migration Specialists to transition key data from your current system into LEAP.

Your LEAP Certified Consultant will work with you to ensure the installation and training plan is delivered effectively and smoothly with minimal disruption.

Access additional support and learning platforms including:

• LiveChat support with the HelpDesk team

• The LEAP Help Centre

• The LEAP University

• Regular client webinars

• Your dedicated Client Success Manager

Our team of Client Success Managers will work with you to ensure you get the most out of your investment in LEAP by showcasing new features, offering tailored advice, and troubleshooting issues specific to your practice.