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Law firm data migration services

Switching legal software should not mean losing your history. We move your contacts, matters, notes, documents, and financial records, including data that standard import tools cannot handle.

What we migrate

Everything your firm relies on, moved together so nothing is left behind.

Contacts

Every person and organization in your system.

  • Clients, opposing parties, vendors, and other contacts
  • Relationships between contacts and companies
  • Custom fields and tags

Matters

Your files, set up the way your new system expects them.

  • Matter numbers, descriptions, and statuses
  • Practice areas and responsible attorneys
  • Linked contacts and custom fields

Notes and activities

The history behind each matter.

  • Matter and contact notes
  • Tasks and calendar events
  • Communication logs

Documents

Your files, organized and findable.

  • Files and folder structure
  • Metadata and naming
  • Access and permissions where the platform supports it

Financials

Your billing history, rebuilt and reconciled.

  • Invoice recreation
  • Payment history and applied payments
  • Trust and operating account transactions
  • Client and matter balances

And more

Data other providers turn away. If there is no standard import, we build a custom migration to get it done.

See custom migrations

Flagship platforms

The two platforms we specialize in, each with its own page.

Migrating to Clio

Complete migrations into Clio, with particular depth in financial data: invoice recreation, payment history, and account transactions.

Learn more about Clio migrations

Other platforms

Using a different practice management or document platform? We migrate into others on request. Tell us your current and target systems, and we will confirm what is possible before you commit to anything.

Ask About Your Platform

Custom migrations

Standard import tools cover the basics. Real firms have more: years of history, unusual fields, and records that were never designed to move. When there is no standard import, we build one.

If it can be extracted, we can plan a way to migrate it. Every project starts with a scoping call, so you know what is possible before work begins.

Examples of what we handle

  • Custom fields that do not map one-to-one
  • Exports from legacy or unsupported systems
  • Historical financial records
  • Complex relationships between matters and contacts
  • Unstructured data and spreadsheets

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.

Book a Consultation

Or email us at support@iveos.co