Switching is the hard part. We make it the easy part.
The reason firms stay stuck on software they’ve outgrown is the move. So we do the hard part with you: you run one export from your current system — we show you exactly where it is — and we map, stage and check everything before a single record commits. Your current software is never touched, and it is still there if you change your mind.
Five steps. You’re in control at every one.
You export, we never touch your live system
You run your current system’s own export and send us the file — we walk you through exactly where it is. We never connect to, write to, or change your live system. (A direct read-only connector is on the roadmap; today it is your export.)
We map and stage it
We map every field into your new system and stage the whole thing in a preview, nothing is live yet.
You review the preview
You get counts, sample diffs, and a health report (what came over, what needs a look). Nothing commits until you say so.
We go live, reversibly
On your go-ahead it goes live. Trust balances reconcile to the penny with sign-off, and imported deadlines are re-verified before any of them count.
Your old system is still there
Changed your mind, or something looks off? Your current system was never written to and is still exactly as you left it, so backing out means going back to it — nothing was ever at risk. (Automated rollback of a committed import is on the roadmap.)
It can’t leave you worse off, by design.
We work from the export file you send us. We never write to, change, or delete anything in your current system — we never connect to it at all.
Every matter, contact, document, note, and your form and letter templates come over, with each template's merge fields matched to your matter fields for your approval. Anything we can't map is flagged for you, never silently dropped or guessed.
Client portal logins keep working through the switch. Nobody gets locked out, and you choose when to tell them anything changed.
Trust/IOLTA balances reconcile to the penny with attorney/CPA sign-off, and imported court deadlines are re-verified before they're treated as real.
Everything that comes over is exportable again immediately, in open formats — you are never more locked in than the day you arrived. (Automated backup and point-in-time recovery are on the roadmap, not running yet.)
What would your move look like?
Answer a few questions and we’ll size it up on the spot. No system connection, no account, just an honest estimate you can hold us to.
Ready when you are.
Get early access, and when you’re ready to move, we’ll handle it, reversibly, and free on an annual plan.