# Switch to LeasePilot | Migration Guide

[Compare](/compare)Switch to LeasePilot

Migration guide

# Switching is easier than you think

Most teams are live in 6 weeks, with four weeks of your team's active time. We convert your templates, configure your settings, train your team, and support you through go-live (and beyond). No months of IT involvement required.

[Schedule a Demo](/demo)[Explore the Platform](/product)

## How we build your LeasePilot

1.  № 01
    
    Weeks 1–2
    
    ### Internal Deep Dive
    
    Our team reads your lease forms forensically — cataloging every provision, mapping every calculation, and surfacing the inconsistencies that have accumulated over years. You stay hands-off; active onboarding starts in week three.
    
    Key activities
    
    -   Deconstruct every provision and its variations
    -   Surface template inconsistencies accumulated over years
    -   Map all rent structures, escalation patterns, and date logic
    -   Compile open questions for the active phase
    
2.  № 02
    
    Weeks 3–6
    
    ### Active Onboarding — Iteration & Refinement
    
    Active onboarding begins. Weekly working sessions where we walk through real scenarios together, capture the unwritten rules that live in your team's heads, and refine until the output matches exactly how you draft.
    
    Key activities
    
    -   Weekly 45-minute working sessions
    -   Institutional knowledge interviews with senior counsel
    -   Scenario-based review with real deal types
    -   Edge case identification and encoding
    -   Clausebook populated with your fallback positions
    
3.  № 03
    
    Week 6
    
    ### Training
    
    Hands-on training for each user role using your actual template and real deal scenarios. Unlimited follow-up training as needed.
    
    Key activities
    
    -   Role-based sessions (drafters, reviewers, admins)
    -   Training with your actual template and deals
    -   Self-service resources and interactive demos
    -   Unlimited follow-up training
    
4.  № 04
    
    Post-Week 6
    
    ### Testing & Acceptance
    
    Structured testing across your property types, states, and tenant tiers. Optional parallel running period until your team is fully confident.
    
    Key activities
    
    -   Structured testing script across key scenarios
    -   Re-draft recent leases to compare output
    -   Written acceptance sign-off
    -   Optional parallel running period
    

## What you'll need to provide

1.  № 01Your templatesCurrent Word forms, clause libraries, or playbooks.
2.  № 02A point personSomeone who knows your workflows and can make decisions.
3.  № 031 hour per week × 4 weeksActive onboarding is four weeks: review calls, training, and testing. The first two weeks of the build are on us.

## Migration FAQ

### 01What happens to our existing templates?

### 02How much training does my team need?

### 03Can we run both systems in parallel?

### 04What if we have complex or unusual templates?

### 05How do integrations affect the timeline?

### 06What support do we get after go-live?

At your service

## We learn how you work. Then we build it.

You provide your forms. We do the rest. Same team stays with you for the life of the relationship.

[Start Your Migration](/demo)[See the migration guide](/compare/switch)