ARTESANI ACCOUNTING

Data Migration

NOW IS THE TIME TO UPGRADE TO THE CLOUD

It's a common reality that many legal industry practice management applications are outdated and inefficient. Often, firms rely on a dedicated employee to be the go-to expert and trainer for these systems. The prospect of migrating to a new platform can be daunting. However, Artesani Accounting is well-equipped to manage this transition for you.

Boasting over 2500 hours of experience in migration projects, our team has the expertise to precisely identify and transfer the necessary data to your new application stack, ensuring a smooth and efficient transition.

Ready to talk to Lynda? Book your free consultation today!

Pricing starts at $1,225/month

Book a Legal Accounting Consultation

TRUSTED APP STACK PARTNERS

Will Convert:

✔ Customer Record

✔ Matter Details

✔ Trust Account Transactions

✔ Chart of Accounts

Does Not Convert:

✗ Historical Accounts Already Closed

✗ Some Custom Data Based on Export Functions

✗ Historical Time Entry

✗ Software Specific Fields Not Available Via Export

END RESULT:

By the time we complete our data migration process you will be amazed by the efficiency created when you combine QuickBooks Online Advanced & LeanLaw.

List Items

Chart of Accounts

Items

Customers

Vendors

Transactions

Estimates

Invoices

Sales Receipts

Payments Received

Reconciliations

Bank Accounts

Credit Card Accounts

Trust Accounts

Accounts Payable & Accounts Receivable

PHASE 1:

Requires the most input from the client. During this phase, we will focus on the collection of all data necessary to complete the conversion process. Prompt responses to data requests lead to an efficient project. Once all data have been received from the client, the migration process will begin. It is important to verify that all account data has been shared before starting or the project will be delayed.

Chart of Accounts: Our team will restructure your chart of accounts to match proper accounting practices and make it more law-specific. Once completed, we will submit the list for your approval.

Items List: Depending on the specific focus of your practice, we will work with you to create an efficient list of items that will be able to sync across our app-stack.

Client List & Matter List: After reviewing your current billing process, we will help structure your customer, sub-customer and matter lists. The format of this information will impact how the different applications sync together.

PHASE 2:

Review how far back historical information will need to be saved. The common reaction from all clients is to save everything as far back as possible. While this can be done, it will directly impact the cost of the overall conversion. Once the starting and ending date of the conversion are determined, we can begin to import the transactions.

Tip: Start with all open trust accounts and then review which clients and matters are likely to bring additional business in the future. This can help save you time and money during a conversion.

PHASE 3:

Refine the data. Reconciliation of the imported data is completed. A three-way bank reconciliation will be provided for your firm. Training of staff begins in this phase. Compensation reporting and any customized reporting are developed. The final details are completed. Staff training is recorded and provided to our clients for ongoing success. We stay a partner with you through this critical first billing cycle in the new software. Additional support is available on an ongoing, monthly basis for an additional fee.