Converting your existing data from your current case management system to a new one can seem overwhelming, daunting, and scary at the same time. But it does not have to be. When it comes to lawsuit data migration, the needs of personal injury law firms may vary significantly differ. That is because some of these law firm’s activities differ in terms of scope and complexity of services.
That calls for having a robust plan in place. One that will help take away your predicament of switching case management systems.
In this article, we look at a few tips to help you settle for the right lawsuit data migration company for your needs.
When choosing a lawsuit data migration company, you need to consider a company with experience. The ideal one should be skilled with a team that can convert all types of systems, including custom in-house ones. They should also be conversant with converting your Word files and spreadsheet data to the new software so that you are up and running in no time.
Remember, the more the experience of the lawsuit data migration company, the better, that is because with experience comes expertise and knowledge for the job.
Before hiring any lawsuit data migration company, you need to consider their reviews. Ask similar personal injury law firms about their experience with your preferred company. And assess if their services are smooth and painless. You also want to hire experts with a record of successfully converting and migrating data for most of their clients with success.
3. Choose a company that values communication.
When choosing a lawsuit data migration company, you want to ensure that they value communication. That is because teething issues are sometimes inevitable when setting up a new system. And you need a provider who can explain the entire process with ease.
Consider a lawsuit data migration company that can discuss any concerns regarding the data conversion process since you’re able to iron out any challenges as they occur.
4. Ensure that they can do a trial run
As you prepare for successful data migration, you should consider a company that offers one trial run to help with the live data migration. The trial run will help the law firm assess if the expected data is present in the new system, operates as it should, and if all details are stored accordingly.
Since corrections can be challenging to manage once the system is live and active, the trial run will help you check if the data gets correctly converted. It also offers a chance to make any corrections before going live.
The trial run reduces the pressure and allows you to confirm the integrity of your firm’s data, facilitating the live conversion even safer. The ideal software provider will help you draft a checklist plan that will let you produce a set of reports for checking conversions as part of the trial process.
Since some law firms store a significant number of documents, it may be practical to migrate only a few for the trial run. That allows you to assess if the document migration works effectively while cutting download times before transferring all the documents.