No. We map your existing data before anything moves, run the migration in verified batches, and confirm that contacts, matters, documents, and history all transferred correctly before you switch over. Your old system stays available as a backup until you confirm everything is in place, so your records are never at risk during the move.
We move the full picture, not just names and emails. That includes contacts, matter and case records, documents and files, notes, important dates, and custom fields. During the audit stage we catalog everything in your current system so we know exactly what is being transferred and where it belongs in the new one.
We migrate between the platforms small firms actually use, including Clio, Lawmatics, MyCase, PracticePanther, and Filevine, as well as out of spreadsheets, shared drives, and email. If you are moving from one specific system to another, we map your old structure to the new one so the data lands in the right shape, not just dumped in.
Yes, and many firms start exactly there. We pull your scattered client records, contacts, and documents out of spreadsheets, inboxes, and shared drives and organize them into one proper system. This is often the most valuable migration, because it is the first time the firm's data lives in one structured place.
Most migrations are completed within one to three weeks, depending on how much data you have and how clean it is. A solo moving a few hundred contacts is fast, while a firm with years of matters, documents, and history takes longer. We give you a clear timeline after the initial audit so you know what to expect.
Yes. We plan the migration so your firm keeps running. Your old system stays live and usable throughout, and we only switch you over once the new system is verified and ready. There is no period where your data is in limbo or your team cannot access client records.
We can clean it up as part of the move. Years of duplicate contacts, mislabeled matters, and orphaned files make any system harder to use, so we de-duplicate and organize your data during the migration. You arrive in the new system with your records sorted, not just transferred as-is.
Verification is built into the process. We move your data in batches and check each one as it lands, then run a final verification confirming that records, documents, and dates match your old system. Nothing is considered done until it has been checked against the source.
Yes. We handle your client data carefully throughout the migration and treat confidentiality as a requirement, not an afterthought. Because we have a legal background and work only with law firms, we understand the sensitivity of what we are moving and the obligations that come with it.
That is exactly why we keep your old system as a backup and verify before switchover. If a record or document does not come across correctly, we still have the source to pull from, and we fix it before you go live. You are never left having abandoned your old system only to find something missing.