Migrate off Needles, Clio, MyCase, ProLaw, MerusCase or Docketwise. Reconciled before go-live.
Send us the old system and get a written map back: what moves, what needs cleanup and what will not come across. Then a sandbox load your team tests on real records, a delta pass at cutover and a signed reconciliation report.
Watch
Case management transitions: the Micronetbd and YoCierge webinar
The Micronetbd and YoCierge webinar on case management transitions: what to move, what to clean up, what to leave.
1:01:30 on the Micronetbd channel
More videos on this pagePick the system you are leaving
Each page covers what comes across, what usually needs cleanup and how the move runs for that platform.
Needles and Neos
Cases, parties, providers, checklists, values, notes, documents and the ledger.
Clio
Matters, contacts, calendar, tasks, notes, documents and bills, plus Clio Grow intake.
MyCase
Cases, contacts, events, tasks, documents and invoices.
ProLaw
Matters, docket, documents and the ledger, read straight from SQL Server.
MerusCase
Cases, contacts, injury and claim detail, calendar, documents, EAMS filing history and billing.
Docketwise
Immigration cases, clients and beneficiaries, form data, deadlines, documents and billing.
Filevine to Litify, or the reverse
Two modern platforms, two data models. We implement both and have moved firms each way.
Everything else
Time Matters, PCLaw, Trialworks, Amicus, Perfect Practice, Legal Files, AbacusLaw, PracticePanther, Smokeball, CasePeer, SmartAdvocate and more.
Extract, map, load, prove
Nothing is frozen and nothing goes live on trust.
Extract and profile
We read the source, count everything and find what is dirty.
Map in writing
A field-by-field mapping your team approves before a single record moves.
Load to sandbox
You see your own data in the new system before production.
Cut over
Delta pass for anything new, reconciliation signed off, then go live.
Filevine or Litify, built by the same team that runs the move
Micronetbd is a Filevine certified implementation partner and a Litify consultancy. The destination is configured to how your firm runs a matter, the documents keep their folder tree, and the same people carry the project from the first export to the first month live.
Migration questions
How long does the migration take?
It depends on the size of the database, the document store and how much cleanup the profiling turns up. The written map comes first and the timeline goes in the fixed-scope quote with it, so you know both before anything moves.
Can the firm keep working during the move?
Yes. Nothing is frozen. We load the sandbox from a snapshot, your team tests on real records, and a delta pass at cutover brings across everything that changed in between.
What does the reconciliation report contain?
Source counts against destination counts, field by field and document by document, every exception listed with a reason, and spot checks against the source on real records. Your team signs it off before go-live and it is your audit trail afterwards.
What if our system is not listed?
Send it anyway. Twenty-five plus source systems so far, and if yours is not among them we have very likely read a database like it. The written map costs you an export, not a commitment.
Who owns the data during the move?
You do, throughout. SOC 2 Type 2 controls apply to your client data while it is with us, and the reconciliation report is yours to keep.
After the migration: somebody accountable for the new platform
A migration lands the data; the retainer keeps the platform working afterwards, with a named admin and a flat monthly fee: managed services, Filevine managed services, Litify managed services.
Watch: migrations, explained
The case management transitions webinar and George Ayub on why data fails.
More on the Micronetbd YouTube channel.
Send us the old system. Get a map back.
An export or a database schema is enough to start.