What to expect during an Implementation

LeasePilot Implementation is designed to be fast, comprehensive, and most importantly, require minimal effort on your part. Before getting started, we recommend that every new LeasePilot customer appoint an implementation lead to be the primary point of contact during the process. Here’s what to expect:

Step 1: Send us your Forms

This is a simple one: just send us your forms and option language.

Our Customer Success team will spend 2-3 weeks thoroughly reviewing the documents, running redlines, identifying asset-specific variability, looking for inconsistencies between forms, and generally giving a comprehensive audit of your existing language library.

We’ve never met a language library that didn’t have at least a few errors and inconsistencies. And that’s to be expected. As you buy and sell assets and resolve tenant disputes, your language will change. All too often, however, many of these changes aren’t reincorporated back into your base language library. Those are the inconsistencies and errors we’re looking for and flagging during our audit.

Step 2: Kickoff Meeting

The next step in the process is the implementation kickoff meeting where we have three primary goals:

Resolving inconsistencies

Our team of experienced real estate lawyers and senior paralegals will review the inconsistencies and/or errors found during your initial audit. We’ll provide recommendations according to industry best practices and work towards a resolution with your legal team.

Configuration design

This is the exciting part. We’ll present our recommendation for a LeasePilot configuration customized to meet the specific needs of your organization. From there, we’ll discuss additional opportunities we’ve identified to add more functionality and work with you to arrive at a finalized plan.

Implementation timeline

To wrap things up, we’ll iron out a timeline for the rest of the implementation. It typically takes 6-8 weeks to complete an implementation, but the length of the timeline can vary considerably depending on the number of assets you have and the amount of language that needs to be onboarded. Once each team has its marching orders, it’s off to the races!

Step 3: Form Onboarding

This is where the magic happens. Our team of veteran lawyers- and leasing-paralegals-turned-programmers build a connected framework for your entire leasing and asset portfolio.

What exactly does that mean? Think of it like an engineering schematic: we’re mapping every dependency and contingency to build a complex network of if/then logic behind the scenes. We do this using a programming language invented by LeasePilot CTO Itzik Spitzen called SML.

During the onboarding portion of the implementation, you’ll have weekly check-ins with our Customer Success team to discuss status updates and any issues or ambiguities that emerged in the previous week. In most cases we’ll be able to resolve the issues with you on the call, but occasionally we might give you some light “homework” if new language needs to be drafted or significant changes are required.

Step 4: Training & Testing

After your forms are onboarded and your custom LeasePilot configuration is built, you (or your designated implementation lead) will meet with our Customer Success team for a basic walkthrough and training session, after which you’ll receive a shiny new set of LeasePilot login credentials.

The two weeks that follow are a dedicated QA/testing period of the software. This serves two purposes: First, it offers a no-pressure opportunity for you to familiarize yourself with how LeasePilot works. Second, it allows ample time to put the implementation through its paces to ensure everything is working as it should. If you do encounter any problems or issues, we’ll make sure to fix them right away.

Step 5: Orientation

After the testing period concludes, you and your entire team will spend one-on-one time with the Customer Success team learning the ins and outs of the software. You’ll learn how to draft a new lease, run redlines, add custom sections, and make revisions. We’ve built LeasePilot to handle the entire leasing workflow from first to final draft.