Cabinets, workspaces, and folders
Your organization recreated so people can find things where they expect them.
NetDocuments migration for law firms
We move your workspaces, folders, documents, metadata, and permissions into NetDocuments with their structure intact.
What we migrate
A document migration is only as good as its structure. We move the structure along with the files.
Documents and versions
Files moved with their names and version history where the source allows.
Metadata
Profile attributes such as client, matter, author, and document type carried over and mapped.
Permissions and security
Access settings reviewed and rebuilt so the right people see the right files.
Matter and contact links
Documents tied back to the right clients and matters.
And more
Unusual structures or legacy sources? We build a custom migration where a standard approach falls short.
About custom migrationsHow we keep it right
- On the scoping call, we show you how your structure will map into NetDocuments
- We build the migration plan with you on that call, before anything moves
- On the review call, we compare new reports to your legacy reports
- We answer your questions and review the results with you
What we need from you
- Your requirements, agreed on the scoping call. NetDocuments migrations are bespoke, so what we need depends on your project
- Access to your current document system, or a full export
- Your folder, naming, and metadata conventions, if you have them
- A list of who should have access to what
- One contact at your firm to answer questions
Timeline and pricing
Timelines depend on how many documents you have and how complex your structure is. We confirm both on the scoping call. NetDocuments migrations are quote-based, scoped to your data.
See How Pricing WorksMoving to NetDocuments? Let's scope it.
Tell us your current system and how your documents are organized. We'll give you a clear plan before any work begins.
Or email us at support@iveos.co