Guided import order
Move clients before matters, then connect tasks, events, notes, time, expenses, invoices, payments, email history and documents.
DATA MIGRATION
Bring existing firm records with control.
The Migration Center provides a staged route for moving structured records and documents. Firms preview and reconcile imports instead of treating migration as an invisible bulk copy.
Field mapping
Map source columns into LawFirmAxis fields and review unmapped information before writing records.
Duplicate review
Identify conflicting or existing records and choose a controlled handling strategy.
Document integrity
ZIP manifests, malware scanning and SHA-256 checksums help establish what was received and accepted.
Reconciliation
Compare expected and imported record counts, review errors and produce a migration completion record.
Rollback and assistance
Tracked batches support controlled rollback, while larger migrations can be handled through a supervised service.