Migrate your Aderant Expert data

Client records are core to Aderant Expert's data model. We extract all client fields including contact details, billing addresses, and client status flags. No structural transformation required.

Matters are the primary case/container records. We map all standard fields including matter number, description, responsible attorney, billing arrangement, and status. Matter numbering conventions vary by firm but are stable and extractable.

Time records include attorney, matter, date, hours, rate, and description. We preserve billable/non-billable flags and approval status at cutover. Accruing entries require a delta pass post-cutover.

Expense entries linked to matters are extracted with vendor, amount, date, and reimbursement status. We handle both client-billable and firm-disbursed expense categories.

Billed invoices include payment status and history that may span multiple systems. We extract invoice headers, line items, and payment records but payment status accuracy depends on whether the accounts receivable ledger has been reconciled at cutover.

WIP records represent unbilled time and expense balances at the matter level. We capture WIP as a point-in-time snapshot, which is critical for financial accuracy during cutover.

Trust account balances and transaction history require careful sequencing — client trust records must be extracted in a consistent state to avoid NSF or reconciliation issues at the destination.

Attorney and staff user records include name, role, billing rates, and supervisor relationships. We map user IDs as foreign key references to ensure time entries and matter assignments remain consistent post-migration.

Aderant Expert has a dedicated Conflicts module with search history and conflict waivers. We extract conflict check records and opposing party lists, but conflict decision flags are internal workflow data that may not map cleanly to all destination systems.

Firms frequently add custom fields to Matters, Clients, and Time records. We inventory all user-defined columns during scoping and apply field-level mapping against the destination schema on a per-field basis.

Document storage in Aderant Expert is primarily a reference/link system to external file shares, not a native document management repository. We do not migrate document binaries — only the file path references, which require the customer to ensure the destination system has access to the same file infrastructure.

eBilling compliance rules define which line items pass or fail client-specific billing guidelines. These are structured rule sets that may not have a direct equivalent in non-legal destination platforms.