Contacts
Your clients and other contacts, in the layout we expect.
Template to be addedHow our legal data migration process works
Every migration follows three steps: a scoping call, the migration, and a review call. Here is what each step involves and what we need from you.
The three steps
1
Scoping call
We review your data together, show you how it will map into your new system, and build the migration plan on the call.
You provide
- Your data in our templates, sent before the call
- Answers to questions about how you use your system
We deliver
- A review of your data
- How your data will map into Clio (or your target system)
- Reports on your legacy data
- A migration plan, built on the call
2
Migration
We manage importing your data into your new system, so your team does not have to.
You provide
- Access to your new system
We deliver
- The migration, managed by us
3
Review call
We show you how your data looks in the new system and compare it to the legacy reports.
You provide
- Your questions and feedback
We deliver
- New reports on your data in the new system
- A comparison to the legacy reports
- A review of the results and answers to your questions
What we migrate
Every migration covers the data below. If something is not on the list, tell us on the scoping call and we will build it into the plan.
- Contacts: clients, related parties, and vendors, with custom fields and relationships
- Matters: details, statuses, practice areas, and responsible attorneys
- Notes and activities: matter notes, tasks, and communications
- Documents: files, folder structure, metadata, and permissions
- Financials: invoices, payment history, account transactions, and trust and operating balances
- And more: custom migrations for data that has no standard import
Prepare your data before the scoping call
Send your data in our templates before we meet. That lets us review it and build the migration plan on the call. These templates are for Clio migrations. NetDocuments migrations are bespoke and scoped project by project, so we agree what we need on the scoping call.
We do not clean data by default. We expect your data to follow the templates we provide.
If your data needs cleaning, we can offer that as a separate service. We discuss it on the scoping call.
Matters
Your matters, with the clients and contacts they link to.
Template to be addedNotes and activities
Notes and activity records linked to the right matters.
Template to be addedDocuments
Your document list and where each file belongs.
Template to be addedInvoices
Invoices with their dates, amounts, and statuses.
Template to be addedPayments
Payment history applied to the right invoices.
Template to be addedAccount transactions
Trust and operating account activity.
Template to be addedHow we check the results
- Plan before we move anything. We build the migration plan with you on the scoping call.
- Reports on both sides. We generate reports on your legacy data, then on your data in the new system.
- Side-by-side review. On the review call, we compare the two sets of reports and answer your questions.
- Keep your originals. We work from exports or read access, so your source data stays as it was.
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