Migrate your OneAdvanced Legal data

Client records in OneAdvanced Legal carry contact details, matter associations, and billing profiles. The standard schema is stable and well-structured. We migrate Client records 1:1 and map any custom client properties to equivalent destination fields.

Matters link clients to practice areas, fee earners, and task hierarchies. The matter structure includes stage status, associated documents, and billing records. We preserve the full matter tree including child tasks during migration.

Time Capture (formerly Carpe Diem) records billable time with validation workflows before posting to accounts. Entry formats, validation rules, and posting states vary by firm configuration. We audit the time entry schema during scoping and map posting states explicitly so WIP balances are not distorted at go-live.

Costs drafting on OneAdvanced Legal uses structured line-item records tied to matter stages. Exchange rates, jurisdiction-specific cost codes, and VAT treatment require field-level mapping between source and destination schemas.

Legal Cashier manages client money with SAR-compliant accounts, automated processes, and exportable reconciliation reports. Trust account balances and transaction histories require careful sequencing to avoid reconciliation gaps at the point of cutover.

SharePoint-connected document storage with deep search and secure sharing requires us to audit the document library structure, version history, and Laserform template associations before migration. Template field mappings must be preserved separately from the files themselves.

User accounts include role-based permissions, department assignments, and fee earner billing rates. We migrate user records with their roles intact and remap owner assignments on matters and time entries during the import sequence.

Firms frequently add custom fields to Clients, Matters, and Documents outside the standard schema. These are not always visible in export utilities. We explicitly audit for custom properties during discovery so they are not silently dropped at migration time.

The National Will Register data sits on Rackspace-hosted servers separate from the main Azure platform. Will registration records, testator details, and associated document links require a separate extraction step from the core matter migration.

Laserform API and Legal Forms API expose field data for document population. These endpoints allow us to retrieve and remap form field associations, but a dedicated integration audit is required to capture all active form templates in use.