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 it for you — we bring your entire practice over. Your current practice-management software is never touched, nothing is lost, and you can roll the whole thing back with one click.
Five steps. You’re in control at every one.
You export — we never touch your live system
You send an export file (or connect read-only, after signup). Your current practice-management software stays exactly as it is — read-only, untouched.
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.
One-click rollback, anytime
Changed your mind, or something looks off? Roll the whole migration back with one click. Your source was read-only the whole time, so nothing was ever at risk.
It can’t leave you worse off — by design.
We read from an export or a read-only connection. We never write to, change, or delete anything in your current system.
Every matter, contact, document, and note is mapped — and 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.
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.
Start free, and when you’re ready to move, we’ll handle it — reversibly, and free on an annual plan.