Law firm data migration, done properly for decades.
Entasker moves Australian law firms off older practice management systems and onto Smokeball, Clio and Actionstep. Clients, matters, trust, billing and documents come across intact, and we prove the numbers balance before you go live.
- Decades of specialising in law firm migrations
- 100+ migrations led across the Australian legal market
- Australian-hosted migration infrastructure, so your data stays onshore
Most migrations go wrong in the data, not the software.
New practice management software is the easy part. The risk sits in twenty years of matters, contacts entered three different ways, trust ledgers that must balance to the cent, and documents filed in places nobody remembers.
That’s the work we specialise in. We’ve done it more than a hundred times, for firms from sole practitioners to global firms such as Dentons, Herbert Smith Freehills Kramer and Baker McKenzie, and we check every migration against the source before anyone signs off.
What firms say afterwards
Every firm that has answered our post-migration survey rated us very good or excellent, with an average of 8.6 out of 10 for how likely they are to recommend us.
I was surprised at every stage of the migration at how seamless the process was. Exceeded expectations at all times.
Professional. Entasker made the whole process so much easier. Any issues have not seemed like issues at all, as they have been able to resolve them quickly and smoothly.
Thanks for the excellent service in this matter.
What we do
Practice management data migration
Clients, matters, contacts, time, billing and trust moved from your old system into the new one, mapped field by field and reconciled before you go live.
Document and email migration
Every document and filed email moved and re-attached to the right matter, whether it lands in your new practice management system, SharePoint or NetDocuments.
Migration assessment
Before you sign with a new vendor, we look at your actual data and tell you what will move cleanly, what needs fixing and what it will realistically cost.
Independent migration checking
If your software vendor is running the migration, we check their work for you: balances, counts and spot checks, with a report you can sign off against.
Integration and custom development
API integrations, SQL Server work, reporting and one-off data fixes for firms whose systems need to talk to each other.
Reporting, bill formats and customisation
Reports, invoice layouts and customisations that make your practice management system fit the way your firm works, from Elite 3E and Aderant to Smokeball, Clio and Actionstep.
Elite 3E and Aderant data conversion
For larger firms implementing an enterprise platform: mapping, repeatable mock conversions and reconciled cut-over, working to your implementation plan.
Managed cloud desktops
Windows 365 Cloud PCs set up with Smokeball, Clio or Actionstep, Word and Outlook, so your team can work securely from any device.
Where are you starting from?
Firms usually come to us in one of these situations.
We’re choosing a new system
Talk to us before you sign. We’ll tell you how your data will fit the new system, what won’t come across and what the migration will really involve.
Our vendor is doing the migration and we’re nervous
We check the vendor’s work independently and give you a reconciliation you can sign off against.
We’re leaving LEAP
Whether you’re switching platforms, retiring or just want your documents back, we’ll get your data out and into something you control.
We’re merging with another firm
Two systems into one: contacts deduplicated, matters renumbered where needed and both sets of ledgers reconciled.
We’re closing or winding down
Your records and documents exported in a form you can keep, search and hand over to meet retention obligations.
Our team uses Macs or works from home
A managed Windows 365 Cloud PC gives everyone the same secure desktop with your practice management system, from any device.
We’re implementing Elite 3E or Aderant
Data conversion for larger firms moving onto an enterprise platform, planned around your implementation timeline.
Systems we migrate
Practice management data from the systems below, plus documents into SharePoint, NetDocuments or your new platform.
| From | To Smokeball | To Clio | To Actionstep |
|---|---|---|---|
| LEAPMatters, contacts, trust, billing and cloud documents | –Not offered | Yes | Yes |
| Open PracticeAccounts, matters and document records | Yes | Yes | Yes |
| AffinityPractice and accounting data for mid-size firms | Yes | Yes | Yes |
| Practice EvolveMatters, contacts and linked documents | Yes | Yes | Yes |
| AderantEnterprise time, billing and matter data | Ask us | Yes | Yes |
| Something elseIncluding Amicus Attorney, PCLaw, Time Matters, Unity, Infinity, Conveyancing Manager, ATOM and in-house systems | Tell us what you’re running | ||
Who we work with
Tell us what you’re moving from
A short call is enough to tell you whether your migration is straightforward, what it will involve and roughly what it will cost.