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.
How we build your LeasePilot
№ 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
№ 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
№ 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
№ 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
- № 01Your templatesCurrent Word forms, clause libraries, or playbooks.
- № 02A point personSomeone who knows your workflows and can make decisions.
- № 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
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.