We offer a document extraction and import option from most Practice Management Software systems; however, this process happens after we complete your data transition. We can export documents associated with your matters where the folder path is available in your current database. LEAP, or your firm, can import the documents/correspondence into LEAP once exported from your current database. The document extraction excludes any documents that are not attached to matters in the database.
There are various reasons why the transition does not automatically include Documents/correspondence (including forms, PDFs, Word files, emails, pictures, and sound recordings) associated with Matters, such as:
- Server applications: Data, i.e. information such as client details, matter details, and financial transaction details, is stored in a database. Documents/correspondence are typically stored outside of the database and only the document path, i.e. where it is on your server, is available in the database.
- Cloud applications: Documents/correspondence is held by your cloud provider and would, therefore, need to be:
- Downloaded by yourself; or
- Extracted by your provider.
Both of these options are resource-heavy and can be costly.
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