Migrate your The Attorney Case File data
A no-frills case management workbook for solo attorneys and small firms. Organizes client and case details into a structured workbook at a one-time price point, with customization depth for straightforward practices but limited scalability for complex matters.
In its favor
Why people choose The Attorney Case File
The signal that keeps The Attorney Case File on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Solo and small-firm attorneys cite its low one-time cost as the primary reason — pricing framed as equivalent to a single billable hour removes per-month subscription anxiety for practices watching cash flow.
Its most cited strength is ease of use — attorneys describe the interface as intuitive and say most features require little training to become productive with.
Support quality earns repeat mentions in reviews — users describe the help desk as responsive and willing to walk through features without rushing.
The customizable workbook structure attracts attorneys who want to adapt fields and layouts to their specific practice area rather than adopting a rigid template.
It is positioned as a paperless case management solution, appealing to firms seeking to digitize physical files without adopting a full-featured practice management suite.
Users handling multi-party or high-complexity litigation report the system reaches its limits and lacks the structural depth required for matters with numerous interrelated parties and documents.
The document management component draws consistent criticism for being underpowered — attorneys working with large document volumes find it inadequate for their needs.
At least one review flags platform stability concerns and lack of clear development roadmap, leaving practitioners uncertain about long-term viability and feature evolution.
Reasons to switch
Why people leave The Attorney Case File
The recurring reasons buyers give for replacing The Attorney Case File. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where The Attorney Case File fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
The Attorney Case File pricing overview
The platform uses a one-time purchase model rather than recurring subscription pricing, positioning itself as a low-cost alternative to monthly SaaS tools. Exact pricing is not publicly listed and appears to vary by configuration and practice size.
Base Package
Tier 1 of 2
One-time purchase (specific amount not publicly disclosed)
What's included
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What gets migrated
The Attorney Case File object support
Object-by-object support for The Attorney Case File migrations. Per-pair details surface during scoping.
Matters
Fully supportedThe platform uses the terms Cases and Clients interchangeably. Each matter is represented as a Case/Client Workbook record that we map directly to the destination platform's Matters or Cases object with all associated metadata preserved.
Contacts
Fully supportedClient records live inside the workbook structure and contain contact details. We extract these as standalone Contact records during migration scoping and reassign them to the destination's contact model.
Time Entries
Fully supportedBillable hours recorded within the workbook are extracted as discrete time entries. We map the logged duration, date, and description fields to the destination's time tracking object.
Documents
Mapping requiredThe platform stores documents as attachments within the workbook but without a dedicated document management hierarchy. We extract all files, map their workbook associations, and flatten the structure into the destination's document management system.
Custom Fields
Mapping requiredThe three-component customization layer allows firms to define custom fields within the workbook. We inventory all custom field definitions during scoping and create corresponding custom properties or mapped fields in the destination.
Trust Accounts
Not in this platformThe platform does not appear to include a dedicated trust accounting module. Firms requiring trust account data must export that separately and migrate it manually or alongside the matter migration.
Billing Records
Mapping requiredInvoice and payment history is tracked within the workbook. We extract invoice records and line items as billing objects but note that the platform lacks a full accounting ledger — reconciliation data may be incomplete.
Users and Assignees
Fully supportedUser accounts and attorney assignments within the workbook are extracted and mapped to the destination's user or staff object, preserving assignment linkages to matters.
| Object | Support | Notes |
|---|---|---|
| Matters | Fully supported | The platform uses the terms Cases and Clients interchangeably. Each matter is represented as a Case/Client Workbook record that we map directly to the destination platform's Matters or Cases object with all associated metadata preserved. |
| Contacts | Fully supported | Client records live inside the workbook structure and contain contact details. We extract these as standalone Contact records during migration scoping and reassign them to the destination's contact model. |
| Time Entries | Fully supported | Billable hours recorded within the workbook are extracted as discrete time entries. We map the logged duration, date, and description fields to the destination's time tracking object. |
| Documents | Mapping required | The platform stores documents as attachments within the workbook but without a dedicated document management hierarchy. We extract all files, map their workbook associations, and flatten the structure into the destination's document management system. |
| Custom Fields | Mapping required | The three-component customization layer allows firms to define custom fields within the workbook. We inventory all custom field definitions during scoping and create corresponding custom properties or mapped fields in the destination. |
| Trust Accounts | Not in this platform | The platform does not appear to include a dedicated trust accounting module. Firms requiring trust account data must export that separately and migrate it manually or alongside the matter migration. |
| Billing Records | Mapping required | Invoice and payment history is tracked within the workbook. We extract invoice records and line items as billing objects but note that the platform lacks a full accounting ledger — reconciliation data may be incomplete. |
| Users and Assignees | Fully supported | User accounts and attorney assignments within the workbook are extracted and mapped to the destination's user or staff object, preserving assignment linkages to matters. |
Gotchas
What to watch for in The Attorney Case File migrations
Issues we've hit on past The Attorney Case File migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API — extraction requires vendor coordination
Export envelope is limited to workbook-level records
Trust accounting data is outside the export scope
| Severity | Issue |
|---|---|
| High | No public API — extraction requires vendor coordination |
| Medium | Export envelope is limited to workbook-level records |
| Medium | Trust accounting data is outside the export scope |
Leaving The Attorney Case File?
Where The Attorney Case File customers move next
12 destinations The Attorney Case File can migrate to.
How a The Attorney Case File migration works
Four steps, The Attorney Case File-specific
Connect
Not publicly documented into The Attorney Case File. Scopes limited to read-only on the data we move.
Map
We translate The Attorney Case File-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate The Attorney Case File quirks before production.
Migrate
Full migration with The Attorney Case File rate-limit handling. Rollback available throughout.
FAQ
The Attorney Case File migration FAQ
Answers to the questions buyers ask most during The Attorney Case File migration scoping. Not seeing yours? Book a call.
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Migrate The Attorney Case File.
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