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Switching guide
How to migrate from LEAP
Get your matters, contacts, and billing out of LEAP cleanly, know what the export leaves behind, and see where Referent picks up.
Get your data out of LEAP
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Export the matter list
Reports > Matters and Clients > Matter List. Widen the date range, include archived matters and inactive staff, View, then Export as CSV.
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Export cards
Card Details report. Turn off the creation-date filter. Run it once for People, once for Business, Company, Government, and Trust card types. Export each as CSV and name the files so you know which is which.
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Export balances
Matter Balances report with All Matters and inactive staff included. The Trust column is your trust balance; Receivables Inc Tax is your accounts receivable.
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Export documents and correspondence
LEAP exports documents and matter correspondence per matter from the matter itself. Budget time by matter count.
What the CSVs do not carry
LEAP’s correspondence register is a copy of your email. Referent reads the mailbox directly, so the thread history arrives without a per-matter export.
Before you cancel anything, run the same five checks every firm should: record counts against the screen, client-to-matter links, a few documents opened on the right matter, balances reconciled with your bookkeeper, and an untouched copy of every export kept as the archive. Download the checklist (CSV) and tick it off as you go.
Where Referent fits
Move the records. Let your inbox do the rest.
Referent is practice management rebuilt AI-native. You connect your email, calendar, and documents; the AI reads the correspondence and builds your clients and matters from it. From there, agents run intake, follow-ups, deadlines, and billing prep, and you approve every client-facing step.
- Workspace built from your inbox. The thread history a LEAP CSV never had.
- A person on your side. Bring the exports to a 20-minute onboarding call; your manager sets the workspace up with you.
- Your data stays yours. No training on firm data, full audit trail, delete means delete.
Frequently asked questions
Does LEAP charge to export or to leave?
Report exports are a standard feature. Contract terms on cancellation vary by region and agreement; read yours before you set a cutover date.
Does Referent import my LEAP data automatically?
Not from a CSV, no. Referent builds your workspace from the mailbox, calendar, and documents you connect: the AI reads your correspondence and sets up clients, matters, and files from it. For the LEAP exports, your personal manager loads and checks them with you during onboarding. There is no button that swallows a LEAP file today, and we would rather say so than surprise you.
When should I cancel my LEAP subscription?
After you have counted records in the new system against your exports, opened a few documents on the right matters, and reconciled balances with your bookkeeper. Keep read access for a month past cutover if the contract allows it. Export first, cancel last.
Sources
Checked September 7, 2026. Menus, plans, and connectors change; the links above are the place to confirm the current state. LEAP is a trademark of its owner; this guide is not affiliated with or endorsed by LEAP.