Migrate your Bilr data

Clients are the primary contact entity in Bilr, storing firm relationships and contact details. Migration maps standard fields like name, email, phone, and address directly between systems. No evidence of complex custom field restrictions on this object.

Matters represent individual cases or client engagements linked to Clients. We migrate matter numbers, descriptions, status values, and assigned attorneys. Matter-level billing history is preserved at the relationship level during transfer.

Invoices are generated from time entries and expenses logged against a Matter. Invoice numbers, dates, totals, and line items transfer directly, but any advanced invoice templates or custom formatting require remapping in the destination system.

Time entries capture attorney and staff hours against a Matter, including date, duration, description, and billing rate. We preserve the full entry record and flag any flat-fee versus hourly rate distinctions during scoping.

Billable and non-billable expenses linked to a Matter are migrated with vendor, amount, date, and expense category. Mapping is straightforward where categories align; custom expense types may require field-value translation.

Contacts are linked to Clients and Matters for billing contacts, referring attorneys, and other stakeholders. Standard fields transfer cleanly; any custom contact properties are flagged for mapping review.

Bilr does not include trust accounting functionality. Any client funds, IOLTA balances, or trust ledger entries held in a prior system cannot be migrated into Bilr and must be maintained separately in a compliant trust accounting tool.

Custom fields added at the matter or client level by the firm are migrated as long as they exist in the export. Bilr's custom field model is not publicly documented; we review the export schema during discovery and map accordingly.

Document attachments associated with Matters or Invoices may exist in Bilr's system. We migrate file references and metadata where accessible via export, though document storage format and attachment limits vary by tier.

User records including attorney names, roles, and billing rates transfer as long as the destination system has a corresponding user object. Owner assignment on Matters and Invoices is mapped to the destination's user assignment field.

Attorney and staff billing rates stored in Bilr migrate as rate tables linked to Users or Matter types. Rate conflicts at the destination (e.g., existing rate overrides) are flagged for manual resolution during UAT.

Payment records applied to Invoices, including payment date, amount, and payment method, transfer as long as they are present in the Bilr export. Partial payments and payment splits require value mapping.

Not applicable to Bilr's core billing data model. Legal billing platforms focused on plaintiff or insurance claim workflows typically use separate matter objects, which Bilr does not appear to expose.

Saved reports, dashboards, and analytics configurations are not migrated. Historical data underlying the reports is preserved through the standard object migration, but report definitions must be rebuilt in the destination system.