Legal data migration FAQ and guides

Contacts, matters, notes and activities, documents, and financials, including invoices, payment history, and account transactions. If you have data that is not on that list, ask. We build custom migrations for data that standard imports cannot handle.

Clio and NetDocuments are our flagship platforms. We migrate into other legal practice and document platforms on request, and we confirm what is possible before you commit.

In most cases, yes. We review your data on the scoping call, show you how it will map into your new system, and build the migration plan with you before work begins.

We generate reports on your legacy data on the scoping call. After the migration, we provide new reports from your new system and compare them to the legacy reports on a review call, where we answer your questions.

We work under a confidentiality agreement, limit access to the people on your project, and securely remove your data when the project is done.

It depends on how much data you have and how much financial history comes across. We confirm a timeline on the scoping call.

No. Instead, we show you on the scoping call how your data will map into your new system, and we build the migration plan together on that call.

Access to your current system or a full export, access to your new system, and one contact who can answer questions.

Not by default. We expect your data to follow the templates we provide before the first meeting. If your data needs cleaning, we can offer that, and we discuss it on the scoping call.

Clio migrations have set per-item prices. NetDocuments and other platforms are quoted after we review your data. See the pricing page for details.