For larger firms
Data conversion for Elite 3E and Aderant implementations
On an enterprise implementation, the data conversion is usually the workstream with the most risk and the least room for error. We take your history into Elite 3E or Aderant, reconciled to the cent, and work to your vendor’s and implementation partner’s plan.
What we convert
Scope is agreed with your finance and practice teams at the start. Typically it covers:
- Clients, matters and matter parties
- Timekeepers, rates and rate exceptions
- Unbilled time and disbursements (WIP)
- Debtors, invoices and receipts history
- Trust ledgers and balances
- Opening balances your finance team can reconcile to the old system
Why firms bring us in
Repeatable, not one-off
Conversions are built as SQL Server scripts with staging tables and validation before and after every load, so each mock run is the same process as go-live.
Numbers finance will sign
Every run produces reconciliation reports for WIP, debtors and trust, tied back to the source system, so sign-off is a check rather than a debate.
We fit into your implementation plan
We own the data workstream and work to the vendor’s and implementation partner’s timeline, alongside your finance, IT and practice support teams.
Your data stays in Australia
We run conversions inside your own environment or on our Australian-hosted infrastructure, whichever your security team prefers.
How a conversion runs
Enterprise conversions run over months rather than weeks, with a mock conversion at each stage of the implementation.
Mapping
Workshops with finance and practice teams to agree how every source field and balance lands in the new system.
Build
Conversion scripts built and tested against a full copy of your data, with exceptions reported back for clean-up.
Mock conversions
Several full trial loads, each reconciled and reviewed, until the numbers and the users are both happy.
Cut-over
A planned final conversion over the go-live window, with reconciliation reports ready for sign-off before users log in.
Enterprise experience
Entasker’s roots go back to Sashalom, which supplied systems to Sydney law firms from the late 1970s. Its founder has spent decades inside some of the largest law firms in Australia and the world.
- DentonsGlobal finance integration and data services lead across a global finance transformation program
- PPB AdvisoryConversion into Elite 3E from MYOB Viztopia across Australia and New Zealand, with HR, CRM and case management data, and SSIS integrations with Concur and WorkSite
- NSW Crown Solicitor’s OfficeData migration lead
- Clayton UtzPractice management migration projects
- Herbert Smith Freehills Kramer, Baker McKenzie, Blake Dawson (now Ashurst), Henry Davis York, Abbott ToutPractice management, accounting and reporting systems
- Aderant and Elite 3E consultingCustom development, upgrades, bill formats, reporting and workflow design
What colleagues and clients say
I had the privilege of working closely with Oliver on a complex global finance transformation program at Dentons, and I can wholeheartedly endorse his exceptional skills as a data conversion manager. His meticulous approach to data conversion, deep understanding of data integrity, and meticulous attention to detail ensure that even the most intricate tasks are executed flawlessly.
Oliver is an expert in practice management systems for professional service firms. Oliver worked on a number of practice management migration projects at Clayton Utz. Oliver delivered results in a complex and pressured environment.
Oliver’s understanding of law firms is exceptional. He brings to the table knowledge of PM and other systems, report writing capabilities and strong business acumen to help you think “outside the square”.
Recommendations from Oliver Townshend’s LinkedIn profile.
Planning an Elite 3E or Aderant implementation?
Talk to us early. The data conversion plan shapes the implementation timeline more than most firms expect.