How the Data Migration Process Works

Data Migration requires careful coordination as migration needs and data differ from firm to firm.

You have two options for migrating your firm’s data: Do-It-Yourself or Turn-Key. You can contact support to discuss the DIY or Turn-Key service in greater detail.

We have assisted thousands of law firms with data migrations from desktop or cloud systems into CosmoLex. Our migration experience covers many systems, including these and more:

Abacus Aderant Amicus Bill4Time Clio EsiLaw-Esi360 Ghost Practice Juris

MyCase Omega PCLaw Perfect Law Practice Panther ProLaw QuickBooks (Desktop) QuickBooks Online

Quicken Rocket Matter Soluno Tabs 3-Practice Master Time Matters TimeSlips TimeSolv Zola

Regardless of your data’s readiness for migration, our streamlined and documented process guides you through it in the most efficient and effective manner possible. 

Migration Process

This is the migration process:

Step 1: Migrate Your Non-Financial Data (NFD)

Duration: 2-3 weeks, depending on the data preparation required 

You must complete your non-financial data’s migration prior to your start date and before any financial data migration can begin. We recommend starting the NFD migration process as soon as you have determined CosmoLex to be a fit for your firm.

These migration guides include written instructions and the import template files required to complete your own data migration:

• Non-Financial Data (NFD) Migration Guide
• NFD Import Template (you may need to clear your browser’s cache)

Non-financial data migration generally includes:

Basic Client Data	Name, address, phone, etc.
Address Book	Non-client contact information
Basic Matter Info	Inactive and active matter names, file numbers, matter owner, etc.
Custom Fields
Calendar Events	Includes prior and future events
To-Do Lists/Tasks
Matter Notes
Matter Relations	Related parties (for conflict checks)
Payees	AP vendor contact information

Step 2: Prepare Your Financial Data (FD) for Migration

Find answers to all your Financial Data migration related questions:

• If you wish to migrate your data on your own, see FAQs for Self-Migrated Financial Data
• If you would like our data migration team to help you, see FAQs for Financial Data Migrated by CosmoLex

Step 3: Migrate Your Financial Data (FD)

Duration: 2-3 weeks or more, depending on the data preparation required and how quickly your bookkeeper can close and reconcile your prior books.

These migration guides include written instructions and the import template files required to complete your own data migration:

• Financial Data (FD) Migration Guide
• FD Import Template (you may need to clear your browser’s cache)

Financial data migration generally includes:

Unbilled Entries (WIP)	We recommend choosing a cutoff date that matches your billing cycle. For that reason, WIP should only exist for flat fee/contingency items.
A/R Balances	Balances as of cutoff date Most firms migrate AR balances only rather than items already billed. We suggest maintaining prior copies of invoices for reference.
Trust Activity (Historical)	Most firms migrate trust balances only rather than historical data. If you want to retain your trust account’s history, you can import historical transactions.
Uncleared Transactions	Uncleared transactions from the trust or operating account
GL Balances	We provide bookkeepers with a journal entry tool to migrate general ledger balances.
Operating/Credit Card Balances	Most firms migrate operating balances only rather than historical data.

Step 4: Verify That Your Data Imported Correctly

As a guide to complete your migration, see How can I verify that my data imported correctly? 

Migration Options 

You have two data migration options:

Do-It-Yourself (DIY) Option

We supply the excel templates, instructions, and import functions at no cost. We answer any questions you may have along the way. For additional information, see FAQs for Self-Migrated Financial Data

Turn-Key Option

For a fee, we assemble a team that includes a Certified Consultant who is also an expert in your current setup to provide a turn-key service. As part of this service, we: Extract your data from your prior system Reformat it Provide it in an Excel format for final review Once you approve the data, we import it into CosmoLex. Note You can use this service for NFD, FD, or both. For additional information, contact your Account Manager to schedule a free consultation with our data migration team.

Small or New Firms

As a small or new firm with a small data set, you may not want to go through the formal import process.

To migrate your data:

1. Review our support portal articles to learn how to enter matters, contacts, and other information. For additional information, see Billing Workflow.
2. Complete the Manual Migration of Accounts Receivable Balances.
3. Complete the Manual Migration of Trust Ledger Balances.

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