Checklist
Looking for new software? Download this checklist now to ensure you have everything you need to plan a successful migration.
Migrating to a new practice management solution is a complex process and should be treated as such. Establishing a well-thought-out and organized plan can go a long way in ensuring a successful selection process and transition to a new tool in your law firm.
Our checklist walks you through the steps you must consider when searching for a new system, and how to migrate safely once you've decided where to go.
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Rebecca Norton | On Point Legal, Louisiana
We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.
Andrea C. Kryszak | Kryszak & Associates, Co., LPA
Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.
Andy Patzig | Patzig Law
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