Whether you are a solo practitioner or a growing law firm, moving your practice to a new platform is a crucial step. Data migration is the process of securely transferring your firm's existing information from your previous practice management system directly into MyCase.
See how and what you can migrate
Depending on your subscription plan, there are two primary paths for migrating your data:
Self-Serve Import: You can upload your firm's information yourself using our provided templates.
Assisted Migration: If included in your subscription plan, our dedicated Data Conversion team will handle the heavy lifting and transfer your data for you.
Generally, you can migrate core firm data such as contacts, cases, calendar events, and tasks. However, exactly what can be moved depends heavily on the system your firm is migrating from. Find your current system in our Data Export section below, and check the specifics for what can be migrated.
Migration Timeline
While timelines vary based on the volume and complexity of your information, a standard data migration generally takes between 3 to 7 days to complete.
Pre-Migration Checklist
Before starting your data migration, your firm is responsible for ensuring your information is ready for a clean transfer. Please complete the following steps:
Ensure your information is consistently formatted and well organized.
Clean up any duplicate or outdated contacts and matters.
Ensure your information is sufficiently backed up and stored securely.
Export your data from your current provider.
Data Export Section
For specific instructions on getting your data out of your current system, select your current solution from the list below to view the dedicated export article:
If your firm is utilizing the self-serve path to upload your own data, please refer to our Importing Cases & Importing Contacts & Companies articles for step-by-step guidance on formatting and uploading your files.