Legal Data Migrations
Law firm data migrations into Litify, done carefully.
Accurate, secure migrations that preserve your critical case data while minimizing downtime. We move matters, parties, intakes, and files from legacy systems into Litify and Docrio.
Data migrations completed
Needles, Clio, Filevine, ProLaw, and more
Tested and validated before go-live
Document migration into Docrio
Migration services
Your case history, intact
A migration can make or break a Litify rollout. Data may import successfully and still land in the wrong fields, miss objects, or lose the relationships your staff depends on.
We map every field and picklist value before anything moves, run an initial load, and validate it object by object, first internally and then with your own subject-matter experts reviewing real cases. Issues are fixed before a final load, so your data is confirmed before go-live.
Systems we’ve migrated from
- Needles, TrialWorks, and Lawbase
- Clio, Filevine, and Lead Docket
- ProLaw, PerfectLaw, and Merus
- Homegrown SQL databases
- File servers, SharePoint, iManage, and Worldox
Core capabilities
Legal data migration capabilities
Migration Criteria
Decide what moves, from open matters to recent years to everything, for both data and files.
Data Mapping Workbook
Field-to-field mapping from origin to destination, including custom fields, signed off by your team.
Value Translations
Picklist and status values translated so your legacy data matches how Litify works.
Initial & Final Loads
An initial load for testing and a final load at cutover, with import tracking for every object.
Two-Stage Validation
Record counts against your source system, then your team validates real cases across every practice area.
File Migration to Docrio
Matter documents staged, manifested, and loaded into Docrio alongside your data.
Our process
How a legal data migration works
Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.
Criteria
We define which data and files move, and when.
Mapping
We build the mapping workbook and value translations with you.
Initial load
We load a first pass and track every object.
Validation
We check record counts, then your team reviews real cases.
Final load
We apply fixes and complete the final load at go-live.
Related work
Migration case studies
Legacy case management systems like Needles, TrialWorks, Lawbase, Clio, Filevine, ProLaw, PerfectLaw, and Merus, plus homegrown SQL databases and file servers.
We validate object by object: record counts against your source system first, then your subject-matter experts review selected cases from every practice area. Issues are fixed before the final load.
Yes. We migrate matter files into Docrio alongside your data.
We ask larger firms to validate at least 20 cases and smaller firms at least 10, covering all practice areas.
Get started
Let’s plan your migration
Tell us which system you’re leaving and how much history you want to bring. We’ll follow up to set up a discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.