Migrate your Insight Legal Case Management data

Matters store the central case record including key dates, next steps, and associated party contacts. We migrate matter headers and core fields directly. Custom matter types per practice area (conveyancing, family, employment) map to equivalent types in the destination.

Client records hold primary contact details, correspondence history, and billing relationships. We preserve the full client record including associated matter links. Conflict check data is migrated as a custom property where the destination supports it.

Document history and file attachments transfer as binary blobs linked to the parent matter. We preserve the document name, date, author, and file version metadata. Very large document repositories may require chunked transfer with checksum validation.

Time entries link to matters and include duration, description, rate, and billing status. We map time records to equivalent time entry objects, preserving the fee-earner attribution and whether entries have been billed or written off.

Financial ledgers contain client account transactions, disbursements, and invoice history. We migrate posted invoices and ledger balances. Draft or unbilled items require explicit scoping — some practices have significant work-in-progress that must be handled separately from historical billing.

UK law firms require separate client money accounts compliant with SRA Accounts Rules. We identify trust account balances separately from operating accounts and map them to equivalent client money records, flagging any held funds with originating matter references.

Insight Legal ships out-of-the-box workflow templates for conveyancing, employment, family law, and private client. Custom workflows built by the firm are schema-exportable but may require field-level remapping to match the destination's workflow engine.

Key dates and calendar events attached to matters migrate with their scheduled date, description, and linked party contacts. Recurring calendar patterns are preserved where the destination supports them.

Firms frequently add custom fields to matters and clients for practice-specific tracking. We enumerate all custom field definitions during scoping and map them to equivalent custom properties or fields in the destination, flagging any unsupported field types.

Matter-level tasks with assignee, due date, and completion status migrate directly. Linked tasks that reference documents or emails preserve their association where the destination supports cross-object linking.

User accounts with role, department, and contact details transfer to the destination's user management. We map fee-earner attribution on time records and documents to the corresponding user identity.

Anti-money laundering check results and compliance audit logs are UK SRA-specific. We migrate the check outcome and date; full compliance history may need to remain in Insight Legal's archive for regulatory retention requirements.

Third-party integrations (Microsoft Office, DocuSign, AML providers, property search services) are configuration-level connections, not migratable data. We document integration dependencies for reconfiguration in the destination system.

Insight Legal allows firms to choose cloud or on-premise storage. The data model is identical; only the extraction method differs. On-premise instances require coordinated server access for database export, which adds lead time to migration planning.