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Tech Tip #22: Don’t Underestimate Practice Management Software Data Migration

For firms upgrading their software, data migration is a critical component to the success of the transition. Be sure to devote enough time to correct errors in the existing data before the transfer and to ensuring all needed items and files are moved to the new system. Better to allow enough time in the timeline for proper data migration than to be missing essential financial or file data down the line.

 

CosmoLex Team

CosmoLex is a leading legal practice management solution that is trusted by thousands of law firms across North America. CosmoLex is a single solution that lets solo legal professionals & small law firms manage their practice, billing, AND accounting all in one login, on any device, at any time. CosmoLex users can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time & expense tracking, billing, business accounting, trust (IOLTA) accounting, calendaring, task, email & document management, even secure client communications -- in one web-based application.