Contacts
Clients, related parties, and vendors, with custom fields and relationships kept intact.
Legal data migration for law firms, done right.
Iveos Co. moves your law firm's data into your new practice management or document software. We migrate contacts, matters, notes, documents, and financials, then give you reports comparing your old and new data.
Experienced with Clio and NetDocuments. Including the data other providers can't move.
Everything moves with you
- Contacts
- Matters
- Notes and activities
- Documents
- Financials
- And more, custom migrations
What we migrate
One team, one process, all of your data. Moved into the platform of your choice.
Matters
Matter details, statuses, practice areas, and responsible attorneys.
Notes and activities
Matter notes, tasks, and communications, so your history stays with each file.
Documents
Files, folder structure, metadata, and permissions.
Financials
Invoices, payment history, account transactions, and trust and operating balances.
And more
Data other providers turn away. If there's no standard import, we build a custom migration to get it done.
Flagship platforms: Clio and NetDocuments. Other platforms on request.
Why law firms choose Iveos
Everything comes with you
Full records and full financial history, rebuilt in your new system.
Every number checked
We provide reports on your old and new data and compare them on a review call, so you can trust what you see on day one.
Your client data stays protected
Confidentiality agreements, limited access, and secure removal of your data when the project is done.
How it works
A clear process, with no surprises.
- 1
Scoping call
We review your data and plan the migration together.
- 2
Migration
We manage importing your data into your new system.
- 3
Review call
We compare new reports to your legacy reports and answer your questions.
What clients say
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Planning a migration? Let's scope it.
Tell us where your data lives today and where you're moving it. We'll review it with you and give you a clear plan before any work begins.
Or email us at support@iveos.co