How the Data Migration Process Works
Every year, we assist hundreds of law firms with data migrations from desktop or cloud sys…
Data Migration
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Prepare Your Financial Data for Migration
Cleaning up your financial data in your current practice management system before you mi… -
Migrate Your Data
Data Migration requires careful coordination as migration needs and data differ from fi… -
Post-Migration Checklist
The post-migration checklist guides you through the actions necessary to ensure a smoot… -
Manage Custom Import Definitions
Import definitions allow users to create a custom format for importing items into CosmoL…