Tech Tip #267: Seven Data Points to Consider When Switching Practice Management Systems


If you’re thinking about switching law practice management systems, don’t forget to take into account the data migration process. This process can be costly and time-consuming, so you’ll want to make sure you get it right the first time. Here are seven data points that both you and the software provider should consider during the migration process:

  • Matter information, including key dates and intake information
  • Contact information for clients and other parties
  • Documents
  • Emails
  • Calendar appointments
  • Financials, including business accounts and trust accounts
  • Relationships between data sets, such as appointments that need to be tied to contacts or matters.

At the end of the day, switching practice management systems is a job for the entire firm. Make sure all members of your firm review the data and sign off on all data being copied over or removed.

Learn more about the nuances of migrating your practice management software.


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