Migrate your My Legal Software data

Cases is the primary object in My Legal Software, tracking legal matters from intake through resolution. Each Case links to one or more Clients, Documents, Notes, and Billing records. We migrate Cases by their source ID and reassign linked child records in the destination system.

Client records represent the firm's contacts tied to Cases. Each Client has standard fields for name, address, phone, and email. We preserve Client-to-Case associations by mapping the contact ID and updating the foreign key in the destination.

Documents cover case files, templates, and uploaded attachments stored in association with Cases. We re-upload binary files to the destination's document storage and patch the reference. We flag PDF documents with platform-specific watermarks for post-migration review.

Billing records include Bills, Expenses, and Trust account transactions tied to Cases. We map billing line items to the destination's invoice schema. Trust account entries require special handling to preserve the running balance across the migration window.

Calendar entries track deadlines, court dates, and appointments tied to Cases. Entries include a date, time, assignee, and description. We migrate Calendar entries as timezone-aware events linked back to their originating Case in the destination.

Custom Fields store practice-specific data such as immigration form types, court codes, or PI claim details. We map Custom Fields by name and data type, flagging any inactive field values in the source so they are not silently dropped in the destination.

Time entries record billable hours logged against Cases. Each entry includes duration, description, and billing rate. We migrate Time entries directly, though historical rate overrides may need adjustment in the destination billing module.

Case Notes are free-text entries attached to Cases, often shared with other team members to keep staff updated on case progress. We migrate Notes in chronological order, preserving the author and timestamp for each entry.

Trust Account records track client funds held in escrow, including deposits, withdrawals, and running balances. We preserve the balance forward by mapping transactions to the destination's trust accounting ledger. We flag any unlinked or orphaned transactions for manual reconciliation.