Switching
What moving actually costs you
Not the licence - the weeks. This is the question that decides whether a firm changes system, and it is usually the one a vendor answers last.
How a migration runs
- 01
Look at the data
Before anything moves, we look at what your current system actually holds and what state it is in. This is where a migration is won or lost, and it is unglamorous enough that it often gets skipped.
- 02
Move the open cases
Active files first, with their parties, deadlines and documents. Closed archives follow later - they are not urgent and they are usually the messiest.
- 03
Run both for a period
Your old system stays available while your team works in the new one. Nothing is switched off on the strength of a migration report.
The honest part
We will not tell you it takes two weeks
How long this takes depends almost entirely on the state of your current data, and we have not migrated enough firms to quote a number we would stand behind. A vendor who promises a date before seeing your data is guessing, and a missed implementation promise is the worst possible way to begin. Show us what you have and we will give you a real estimate.
What we have thought about
Deadlines are the risk, not the documents
A document that arrives late is an inconvenience. A statute date that does not survive the move is a claim. Deadlines are checked against the source system rather than assumed correct after import.
Your team is still carrying a caseload
Nobody gets a migration month. The work is scoped around a team that is still working, which is why open cases move first and archives wait.
Training is the process, not the buttons
Most of what a new case manager needs to know is how a case moves, and the system carries that. Training is shorter when the software states the next step rather than assuming someone knows it.
You keep your data
Export is part of the platform. If this does not work out, leaving is not a negotiation.
Questions firms ask before committing
- What happens to cases that are mid-flight?
- They move with their deadlines, documents and history. The parallel period exists precisely so that nothing depends on the migration having been perfect on the first pass.
- Do we have to move our closed cases?
- Not immediately, and often not all of them. Closed archives are the largest and messiest part of any migration and the least urgent - separating them from the live caseload is usually the difference between a manageable move and a stalled one.
- Who does the work?
- We do the migration. Your team's part is answering questions about how your firm actually works - which is not delegatable, because that is the part no export contains.
- What if we start and it is not working?
- Your old system is still running during the parallel period, which is the point of it. We would rather you stopped early than persevered with something that was not fitting.
Show us what you are on
We will look at your data and tell you what moving actually involves - including if the answer is that now is the wrong time.
Request a Demo