PCMS Data Migration

Data Migration for Legal Practices.

Data Migration

One of the specialist niche service areas provided by Accesspoint Legal Services is the migration of data from one legal practice/case management system to another.

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During peak periods over the past few years, we have delivered up to five conversions per month.

This ranged from five user systems (2,000 matters) to 250 user systems (150,000 matters and 10 million time transactions). Our belief is that a conversion cannot simply be left to the new supplier, there must be full client engagement, taking responsibility for knowing what they want and then ensuring its timely delivery.

Projects vary from simple extraction of data from an existing system in a format (Staging Area Database) specified by a new provider, to managing the subcontracting/outsourcing of a whole migration project – with live conversions often taking place over weekends to offer minimal downtime to clients.

Clients are involved throughout the migration process

Working closely with clients and software providers has been key to our success with data transfer projects. We are familiar with and have also worked alongside existing suppliers who  provided managed/hosted services to firms on numerous occasions. Our data transfer project team is no stranger to this kind of environment and have proven and excellent working relationships not only with clients but  with many of the country’s leading specialist legal software providers:

Why Accesspoint for Data Migration?

Our specialist data transfer project team will ensure that all data is reconciled to original reports. Where it does not due to existing system problems, we provide full reports explaining any discrepancies, showing how they will be handled within the new system which MUST balance. In addition, populating the new supplier database, delivering a complete test conversion set of data to clients for User Acceptance Testing (UAT).

An important part of any data migration project is maximising the facilities provided by the new Practice Management System (PMS). As very strong advocates of the phrase ‘Rubbish In, Rubbish Out’, we also insist on data cleansing de-duplication, removal of old coding, matter types etc. or restructuring of the nominal ledger chart of accounts introducing departmental analysis facilities.

Our specialist data transfer project team

Our specialist data transfer project team will ensure that all data is reconciled to original reports. Where it does not due to existing system problems, we provide full reports explaining any discrepancies, showing how they will be handled within the new system which MUST balance. In addition, populating the new supplier database, delivering a complete test conversion set of data to clients for User Acceptance Testing (UAT).

Maximise the new PMS facilities

An important part of any data migration project is maximising the facilities provided by the new Practice Management System (PMS). As very strong advocates of the phrase ‘Rubbish In, Rubbish Out’, we also insist on data cleansing de-duplication, removal of old coding, matter types etc. or restructuring of the nominal ledger chart of accounts introducing departmental analysis facilities.

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