Last reviewed
Can an Australian law firm move from LEAP to MatterFirst?
Migration from LEAP is included within your agreed implementation scope. Agree supported exports, field mapping, staged imports, reconciliation and responsibilities before signing. Confirm proprietary precedent-library rights separately from reuse of your own Word templates. Evaluate MatterFirst’s configurable workflows, automatic time suggestions and AI document work against your current process.
What comes across
Imported automatically.
These are the record types the importer handles from a CSV or LEDES billing files export. It reads from the import pipeline itself, so this list cannot drift away from what the product actually does.
Billing codes and rates
Your rate table, so time entries value correctly rather than needing to be repriced by hand.
Contacts and clients
Names, addresses, phone numbers and email. Duplicates are matched on email and flagged for you to merge rather than silently combined.
Documents
Files and their matter association. Folder structure comes across; version history from the source system generally does not, because most exports do not include it.
Invoices
Issued invoices with their line items and totals, as records. They arrive as history, not as live receivables to re-issue.
Leads and enquiries
Anything in the pipeline that has not become a matter yet, so switching does not cost you the top of the funnel.
Matters
Reference, title, matter type, responsible fee earner, status and open date. Matter types map onto yours during setup, so the structure comes with you.
Time entries
Date, duration, fee earner, matter, rate and narrative. Unbilled time keeps its detail, which is the part that matters for the first invoice after you switch.
Trust ledger history
Every trust transaction per matter, not just closing balances, with your source receipt and payment numbers and their original dates preserved exactly. Reconciled per account and per matter to the cent, and the migration will not complete with an unexplained discrepancy.
What does not come across
The list every vendor leaves out.
Migrations overrun because this list is discovered in week three rather than read in week zero. Most of it is achievable, it is just a person's time rather than a file upload, and it should be quoted rather than assumed. One item is a genuine gap and is marked as such.
Document templates and precedents
Every platform stores merge fields differently, so a template is not a file that can be copied between systems. It has to be rebuilt against MatterFirst's fields.
What we do instead: We rebuild your most-used templates within your agreed migration scope. Firms typically nominate ten to twenty rather than the whole library, because most libraries contain more than the firm still uses.
Automated court forms
LEAP and Smokeball maintain jurisdiction-specific form libraries built over decades. We do not have an equivalent library and will not pretend otherwise.
What we do instead: If automated forms are central to your practice, weigh this seriously before switching. It is the most common honest reason to stay where you are.
Email history
Correspondence usually lives in your mail system rather than your practice management system, and exports are inconsistent between platforms.
What we do instead: Connect Microsoft 365 or Google Workspace, which files mail against matters going forward. Historical mail stays searchable where it already is.
Calendar and diary entries
Same reason. The calendar of record is almost always Outlook or Google, not the practice management system.
What we do instead: Calendar sync is set up during onboarding and runs from that point.
Custom fields with no equivalent
Fields you added to your current system may have no matching field here until one is created.
What we do instead: We map these during scoping. Anything without a home either gets a custom field or is carried as matter notes, and you decide which.
Reports and saved views
Reporting is built on a different data model, so a report definition cannot port.
What we do instead: Tell us the three reports your firm actually runs. Rebuilding those is quick; rebuilding a hundred nobody opens is not worth paying for.
| Stage | Typical duration | What governs it |
|---|---|---|
| Getting the export | 1 to 4 weeks | Entirely dependent on your current vendor and the single most common source of delay. Start this before anything else, including before you have finished deciding. |
| Mapping and staged import | 1 to 2 weeks | Your data lands in a staging area first. We take you through what is there, and nothing is committed until you have signed it off. |
| Templates, matter types and integrations | 1 to 2 weeks | Runs in parallel with the import rather than after it. |
| Parallel running and go live | 1 to 2 weeks | Most firms run both systems briefly. We recommend it: it is cheap insurance and it is how you find the thing nobody thought to check. |
Ranges rather than a single number. A migration quoted at two weeks that takes six is worse than one quoted at four to eight that takes six.
Who does what
Written down, because this is where migrations fail.
The commonest failure is not technical. It is both sides assuming the other was going to request the export.
Your firm
- Requesting the data export from your current vendor, since only the account holder can
- Deciding which matters come across: most firms bring open matters plus a defined window of closed ones rather than everything
- Nominating the templates worth rebuilding
- Checking a sample of imported matters against the source before you go live
MatterFirst
- Mapping your export onto our fields and telling you where it does not fit
- Running the import into a staging area, and taking you through what landed there before anything is committed
- Rebuilding the nominated templates and setting up your matter types
- Configuring integrations: Microsoft 365 or Google Workspace, Xero and Stripe
Your current vendor
- Producing the export. Timeframes and any fee are theirs to set, and both vary widely
- Confirming what the export does and does not include, which is worth getting in writing
What to ask LEAP for
Be specific, or you will get a PDF.
Firms ask their current vendor for "our data" and receive something unusable, then wait another four weeks for the second attempt. Send this list instead. It is worth doing before you have finished deciding, because the export is the slowest part and it is the part you do not control.
- A full data export in CSV format, covering contacts, matters, time entries, invoices and billing codes
- Documents as files, with a manifest linking each file to its matter reference
- Trust ledger transactions at transaction level, in CSV. We import these and reconcile them per matter to the cent, and you need them for your own seven-year retention obligation regardless of where you go
- Confirmation in writing of what the export excludes
- The date the export can be ready, and any fee LEAP charges to produce it
What it costs
Migration included within your agreed implementation scope.
- MatterFirst migration is included for new firms within the scope agreed in writing before signing.
- Agree supported exports, field mapping, staged imports, reconciliation and template preparation before signing.
- We inspect the export and agree responsibilities, retained history and acceptance checks before implementation.
- Your current vendor may charge for the export itself. Ask them early, because it is their number and not ours.
MatterFirst is an AI-native legal practice management platform for Australian law firms, built for small and boutique practices by NorthCape Technology.
For small Australian firms evaluating a move from LEAP. Test your time capture sources and review controls, simulate your workflow branches and approvals, and agree the migration scope. A proprietary competitor precedent library is not imported as your own template library; settle any supplied precedent requirements before signing.
Evaluation checklist
Before you commit to leaving LEAP
The questions worth putting to us and to whoever else is on your shortlist, including the ones we answer badly. No form and no email required.
Reviewed by Liam Killingback
Co-founder and Technical Director, NorthCape Technology
Full-stack engineer with deep experience in Elixir, private AI systems and secure infrastructure. Builds the MatterFirst platform and reviews the comparison and migration pages on this site. Engineer rather than lawyer, which is why the pages he reviews cite sources instead of asserting legal positions.
Last reviewed
How we check this
- Every claim about another platform comes from that platform's own public documentation or pricing page, linked from the page it appears on.
- Where a vendor does not publish something, the page says 'not published' rather than estimating it. A guess that reads as a fact is the failure mode this rule exists to prevent.
- Every page carries the date its competitor facts were last checked, so you can see how fresh they are rather than assuming.
- We sell one of the products being compared. Every page says so, and every page states the cases where the competitor is the better choice.
- If you find something here that is wrong or out of date, tell us and we will correct it and re-date the page.
FAQ
Questions firms ask before they move
Will we lose our trust ledger history?
How long does moving from LEAP actually take?
Do we have to move every matter?
What does the migration cost?
Can we run both systems for a while?
What if the migration shows MatterFirst is the wrong fit?
Send us your LEAP export and we will tell you what lands
We would rather scope it against your real data than quote against an assumption. If it turns out we are the wrong fit, we will say so.
Founding Firm Program · Up to five firms
Join MatterFirst Founding 5.
90 days of base platform fees waived. Migration included within your agreed implementation scope. Agreed onboarding included. Founder-led implementation, with monthly plan and extra-seat rates locked for 24 months from go-live.
First five suitable Australian law firms with 1–20 users. Written acceptance and a signed agreement by 31 December 2026, or until five agreements are secured, whichever comes first. An enquiry does not reserve a place.
Normal included users and monthly AI allowance apply. Extra seats, additional AI usage and external costs remain payable. No testimonial, case study or positive review required.
Included benefits and conditions
Available to the first five suitable Australian law firms with 1–20 users that receive written acceptance and sign their agreement by 31 December 2026, whichever limit is reached first. The deadline is 11:59:59 pm Australia/Sydney time. An application or demo booking does not reserve a place.
- Agreed onboarding and included migration
- Migration is included for all new firms within the scope agreed in writing before signing. Founding 5 also includes agreed onboarding.
- 90 days of base platform fees waived
- Your selected plan's base platform fee is waived for the first 90 days from the agreed production go-live date. Its normal included users and monthly AI allowance are included.
- Founder-led implementation
- Work directly with the founder on an implementation scheduled by agreement, including January 2027.
- 24-month price guarantee
- Solo, Practice and Firm monthly base and extra-seat rates are fixed at acceptance for 24 months from go-live, including the 90-day base-fee waiver. Switch between these plans at your locked rates; the AI allowance follows your selected plan.
- Monthly, with cancellation available
- After the first 90 days, your selected plan's agreed monthly fee applies. You can cancel before paid billing begins or during your monthly subscription. The price guarantee is not a 24-month commitment.
- No review or publicity requirement
- No testimonial, case study or positive review is required to receive the offer.
- Extra seats beyond your selected plan's included users are payable during the free period and afterwards at your locked extra-seat rate.
- Additional AI usage beyond the normal monthly allowance is payable at the published MatterFirst usage rates. The price guarantee does not cover AI usage rates.
- External provider charges and external migration or export costs are separately payable and are not covered by the program or price guarantee.
- Migration and onboarding cover the agreed written scope. Scope changes require written agreement before work begins.
All prices are AUD excluding GST.
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