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Migrating from LEAP

Prepare to export your Leap data for a seamless import into MyCase. Learn the essential file formatting rules to ensure a successful data migration.

Overview

What can migrate

How to migrate

Overview

To ensure a smooth migration into MyCase, your files must be exported in .csv or .xlsx format, have headers only in the top row, and contain no duplicate entries. If you need help meeting these requirements, contact … Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.

What can migrate

  • Contacts

  • Cases

  • Custom fields

  • Notes

  • Unbilled time entries

  • Unbilled expenses

  • Tasks

  • Calendar events (single events only)

  • Unsent invoices

How to migrate

Matters

  1. Log into LEAP Reports.

  2. Go to the Matter List Report.

  3. Adjust the Date Range to capture all of the Matters you want to migrate.

  4. Click on "Staff" > "Include Inactive Staff" > mark "Yes"

  5. Click on "Include" and then mark "Yes" for Archived Matters.

  6. Click "View" on the top right

  7. Click "Export" and then "CSV"
    ​

Clients and Contacts

  1. Log into LEAP Reports.

  2. Go to the Card Details Report.

  3. Click on "Add Creation Date Filter" and select "No".

  4. Click on "Display", then "Card Type", and then make sure only the "People" Card Type is selected

  5. Click "View" on the top right

  6. Click "Export"

  7. Rename the file to "People_Contacts"


​Companies

  1. Log into LEAP Reports.

  2. Go to the Card Details Report.

  3. Click on "Add Creation Date Filter" and select "No".

  4. Click on "Display", then "Card Type", and then make sure only the following Card Types are selected

    1. Business

    2. Company

    3. Government

    4. Trust

  5. Click "View" on the top right

  6. Click "Export"

  7. Rename the file to "Company_Contacts"

Trust Balances AND Outstanding (Accounts Receivable) Balances

  1. Log into LEAP Reports.

  2. Go to the Matter Balances Report.

  3. Make sure the "At Date" shows today's date

  4. Click on "Matters" and then "Archived Status", and make sure "All Matters" is selected.

  5. Click on "Staff" > "Include Inactive Staff" > mark "Yes"

  6. Click "View" on the top right

  7. Click the down arrow next to "Export" and click "CSV".

  8. The "Trust" column shows Trust Balance, and "Receivables Inc Tax" shows the AR Balance.

  9. Save the report to a location on your computer that is easy to find (e.g. your Desktop).

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