Most firms migrate trust balances only rather than historical data.We suggest maintaining prior copies of invoices for reference.Most firms migrate AR balances only rather than items already billed.For that reason, WIP should only exist for flat fee/contingency items. We recommend choosing a cutoff date that matches your billing cycle.FD Import Template (you may need to clear your browser’s cache)įinancial data migration generally includes: Unbilled Entries (WIP).If you would like our data migration team to help you, see FAQs for Financial Data Migrated by CosmoLexĭuration: 2-3 weeks or more, depending on the data preparation required and how quickly your bookkeeper can close and reconcile your prior books.If you wish to migrate your data on your own, see FAQs for Self-Migrated Financial Data.Step 2: Prepare Your Financial Data (FD) for Migrationįind answers to all your Financial Data migration related questions: You can also obtain assistance from a CosmoLex Certified Consultant.
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If your firm needs to migrate documents from your local desktop to cloud systems, contact our technical support team or your Account Manager to schedule a free consultation with our data migration team. Typically, document folder migration is a folder by folder, “drag and drop” process. Our non-financial migration service does not include: Inactive and active matter names, file numbers, matter owner, etc. Non-financial data migration generally includes: Basic Client Data NFD Import Template (you may need to clear your browser’s cache).Non-Financial Data (NFD) Migration Guide.These migration guides include written instructions and the import template files required to complete your own data migration:
We recommend starting the NFD migration process as soon as you have determined CosmoLex to be a fit for your firm. You must complete your non-financial data’s migration prior to your start date and before any financial data migration can begin.
This is the migration process: Step 1: Migrate Your Non-Financial Data (NFD)ĭuration: 2-3 weeks, depending on the data preparation required Regardless of your data’s readiness for migration, our streamlined and documented process guides you through it in the most efficient and effective manner possible. We have assisted thousands of law firms with data migrations from desktop or cloud systems into CosmoLex. Our migration experience covers many systems, including these and more: You can contact support to discuss the DIY or Turn-Key service in greater detail. You have two options for migrating your firm’s data: Do-It-Yourself or Turn-Key. Data Migration requires careful coordination as migration needs and data differ from firm to firm.
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