In our discussions with SME firm leaders, nervousness around the daunting challenge of data migration–or so it is perceived to be–is often the reason given for not considering a move away from a legacy Practice Management System (PMS) to a cloud-native solution.
- “The simple answer is that (our current PMS) isn’t terrible and the time, effort and cost to change and migrate our data is too off-putting right now.”
- “Switching away from (our current PMS) isn’t on the agenda right now because we don’t have the budget for it - especially the data migration.”
- “The issue we have encountered in the past is largely attributed to a) the ability to migrate 25+ years of client data and b) the cost in the event that all data migration can be guaranteed to be migrated”
Described as ‘messy’, ‘disruptive’ and ‘burdensome’, the spectre of data migration strikes fear into the hearts of SME firm leaders everywhere - worrying about downtime, data loss / corruption and associated costs.
So with the belief that much of this fear and confusion is simply rooted in the unknown, this article intends to summarise what data migration is, some common pitfalls, unexpected benefits, and what the process looks like. Once all of this is well understood, it’s easy for law firm leaders to see that the process is not as terrifying as they once thought, and that with a well-managed process, they can quickly be on the path to gaining all the benefits of a contemporary, cloud-native PMS - productivity gains, accessibility, configurability, access to integrations and cost savings to name a few.
What is data migration?
Data migration, in the context of switching from one legal practice management system to another, refers to the process of transferring a law firm's data - such as client records, matter files, financial data and other key information - from their existing system to a new one. This transition is crucial for maintaining continuity in daily operations, ensuring compliance, and optimising the use of the new PMS.
Common pitfalls and challenges to watch out for?
- Data hygiene: law firms tend to accumulate large volumes of data over time, and without regular maintenance, this data can become cluttered with duplicates, outdated information and inconsistencies. This "dirty" data will hamper system users regardless of whether on their legacy system or a replacement.
- Data connectivity: data such as client records, matter files, documents and financial transactions are often interconnected. During migration, it is critical to maintain these connections. If relationships between records, e.g. linking documents to matter files, are lost, this can lead to operational confusion and inefficiencies.
- Data errors (especially reconciliation of financial data): financial data is a critical component of a law firm’s PMS. Errors in financial data can lead to significant operational issues, from incorrect billing to discrepancies in accounts. Reconciliation errors, like missing or mismatched transactions, can severely impact a firm’s reporting accuracy.
Unexpected but significant benefits
- “Clean House” opportunity: a data migration presents a unique opportunity for a law firm to clean up its data. Over time, many firms accumulate large amounts of unstructured, outdated or irrelevant data. By going through a data migration, the firm is forced to review, organise and clean its records, effectively starting with a clean slate.
- Digitisation of old files, with Optical Character Recognition (OCR): during a migration, many firms take the opportunity to digitise older paper-based records, transforming physical documents into digital formats that can be stored, managed and retrieved more easily. This process has the added benefit of allowing the firm to destroy or properly archive physical documents, thereby reducing long-term storage costs. OCR technology (which comes as standard with Tessaract) can automatically read documents and render their contents searchable–meaning that the process can actually significantly benefit document searchability.
- Addressing procrastination: predictably many firms can put off dealing with problematic data or system inefficiencies for years - even decades. A data migration forces a firm to confront these issues (which would otherwise exacerbate over time) head-on.
Data migration process overview
Overall, the goal of data migration is to ensure that a firm’s critical data remains intact, secure and functional within the new system, allowing for a smooth operational transition. Here are some of the steps that should be part of a best-practice process:
- Data evaluation: law firms must analyse their data to determine what needs to be migrated, often focusing on active data like client information, matters and financials, while archiving or cleaning up older, unnecessary records.
- Data extraction: data is extracted from the old system, sanitised and reformatted as needed. This is a critical step: it is crucial that each field in the old system can be mapped to the new system. This shouldn’t cause too much consternation: the Professional Services team at your provider will have a deep understanding of how this process works and will have tricks up their sleeves to identify any issues which can be solved before they cause any damage.
- Data import: the success of Step 3 is entirely dependent upon the quality of the work carried out in Steps 2! If the data has been properly prepared, then importing it into the new system will be a breeze.
- Trial runs and acceptance testing: before fully migrating data, firms typically run test migrations to identify and resolve any issues, ensuring accuracy and completeness before going live.
- Validation: once the data has been migrated, it’s essential that a full validation process happens to reassure all stakeholders that the whole process has been successful. Validation is a mix of automation and manual checks, and is a team effort between client and vendor.
In terms of timescales, the scope and complexity of every data migration project is different and much will depend on factors such as the condition of the firm’s data, the cooperation of the provider of the system from which your data is being extracted, and the flexibility of the new system you are implementing.
In our experience of working with SME firms, a typical data migration project should take around 6-12 weeks, although we have seen migration take as little as 2-3 weeks when the firm and its data are well prepared.
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If you have any questions about Tessaract or our data migration processes then feel free to get in touch!
