Migrate your Perfect Books data

Matters are the primary container for legal work, linking clients, time entries, bills, and documents. We preserve all matter metadata and status, but reconcile pipeline stages and matter types against the destination schema during field mapping.

Client records link to matters and billing. We match clients by name or client ID and carry forward contact details, address information, and billing preferences. Custom client fields are mapped field-by-field at scoping.

Contact records including attorneys, paralegals, and opposing counsel migrate cleanly. We preserve all standard contact fields and rebuild contact-to-matter associations in the destination using a lookup pass.

Billable and non-billable time entries attach to matters and timekeepers. We preserve the date, duration, description, and billing status of each entry. Rate and adjustment mapping is applied at import time to match destination billing structures.

Invoices and credit notes migrate with their line items, payment status, and aging information. We carry forward outstanding balances and apply a payment-status mapping so closed invoices are not re-opened in the destination.

Trust account balances and transaction histories migrate, but reconcile against the destination's trust-accounting schema. Most CRMs use a different trust-accounting structure than legal-specific tools, so we apply a ledger mapping before import.

File attachments on matters and contacts migrate in standard formats. We download source files, validate each document, and re-attach to the corresponding destination record. We flag oversized files and unsupported media types before migration.

Firm-specific custom fields and user-defined fields always require a naming and type-mapping pass. We compare field definitions from source and destination during scoping and generate a field map before data moves.

Staff and attorney records map across by email address. If a user does not exist in the destination, we can provision a placeholder or map to a default owner. We reconcile active and inactive status during the import.

Hourly rates and billing structures vary between platforms. We extract the rate table from the source and apply a value-mapping table at import so the correct rates attach to each matter in the destination.