Cosmolex Webinar Series

Demystifying the Data Migration Process

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Let us simplify the major topic of migration

Watch the on-demand webinar, Demystifying the Data Migration Process, designed specifically for legal professionals who are considering purchasing new legal software. Our presenter will take you through the types of data that need migrating, the key steps involved in data migration, what questions you should be asking to ensure a complete and seamless data migration from your old system, and why now is a great time of year to make the switch between systems.

Learning Objectives:

  • Why mid-year is a great time to consider switching programs 
  • What questions you should be asking
  • How to create a timeline that makes sense
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Name: Brian Walthall

Title: Senior Product Specialist

Company: CosmoLex

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About Our Guest Expert

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.

About Our Guest Expert

 
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Larry Port
Larry Port has worked with thousands of law firms worldwide since 2008 when he started the first cloud-based legal practice management software company, Rocket Matter. In 2016, he started the legal payment processing company LexCharge. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book, The Lean Law Firm.
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Lauren Barkan
Lauren Barkan has worked at _Redgrave & Rosenthal¸_ a boutique estate planning firm in Boca Raton, Florida, at _Strategic Solutions Network_ in Boca Raton, Florida and as Counsel at Advanstar Communications, one of the nation’s largest media and trade show companies in New York City.
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What Our Clients Are Saying...
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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
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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
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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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CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

© 2023 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates.

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