CosmoLex Webinar

Updating Your Law Practice: How to Effectively Migrate to New Practice Management Software

Thursday, July 14, 2022 at 2pm ET / 11am PT

Presentation will last approximately 35 minutes.

There can be many reasons to migrate to new practice management software: updating to a more modern application, consolidating your tech stack, creating a new firm and splitting client data…

Whatever your situation may be, it’s important to be prepared for the migration process. In this live webinar session, we’ll discuss how to plan the entire transition to new software from start to finish to ensure minimal downtime and the best results.

Register now for this webinar and you’ll learn:

  • How to select the right practice management system for your law firm
  • How to set a data migration timeline
  • What it takes to prepare your data for migration
  • What to do once migration is complete
Brian Walthall

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.

Watch the Complete Series in July


Jul 21
Keeping Your Law Firm
Safe in the Cloud
Jul 28
5 Ways to Automate Your Law Practice: Utilizing CosmoLex to Simplify Practice Management

What Our Clients Are Saying...


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


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


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