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. To understand what needs to happen and when, see How the Data Migration Process Works. You can also contact support to discuss the DIY or Turn-Key service in greater detail.
Import Templates
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)
- Financial Data (FD) Migration Guide
- FD Import Template (you may need to clear your browser’s cache)
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:
- Review our support portal articles to learn how to enter matters, contacts, and other information. For additional information, see Billing Workflow.
- Complete the Manual Migration of Accounts Receivable Balances.
- Complete the Manual Migration of Trust Ledger Balances.