Free legal data migration that moves your firm across in about two weeks.
We move your matters, contacts, documents, and trust balances from your current system.
The reason firms put off switching, removed.
Migration is the scary part. We own it, verify it, and don't flip the switch until your data checks out.
- Done for you. A specialist handles the move.
- Penny-accurate. Trust balances verified before go-live.
- No cold turkey. Run both systems until you're sure.
Migration status
VerifyingA move handled for you, verified to the penny.
A specialist runs it
A dedicated onboarding specialist plans and runs the migration with you, from the first export to go-live.
Everything comes over
Matters, contacts, documents, calendars, invoices, and open trust balances, mapped into the right place in CaseFuze. MyCase is a direct import today and Clio is next; anything else, the specialist maps by hand.
Balances verified to the penny
Every client trust balance is checked against your old system before launch, so reconciliation holds from day one.
Zero downtime
Keep working in your current system while we migrate. You switch over only once the data checks out.
Six months of support
Free migration support for six months after launch, so anything missed gets cleaned up fast.
Nothing left behind
Notes, history, and attachments travel with each matter, not just the headline fields.
From your old system to CaseFuze, in four steps.
Scope your data
We review what you have and where it lives, then build the migration plan around it.
Map and import
Fields from your old system land in the right place, with import tools doing the heavy lifting.
Verify to the penny
Trust balances and record counts are reconciled against the source until they match exactly.
Go live
You switch over when you are confident, with the old system still there as a safety net.
Step one starts with an export from the software you use now. Our guide on how to export your data from your current legal software gives the menu path for Clio, MyCase, PracticePanther, Filevine and 34 other systems, and what each export leaves behind.
Migration verification
ReconciledYou see the numbers match before you switch.
Migration is the part firms dread. We do not flip the switch until your record counts and trust balances reconcile against the system you are leaving.
- Counts reconciled. Matters, contacts, and documents tie back to the source.
- Trust to the penny. Every client balance matches before launch.
- A clean report. You get a verification summary to sign off on.
The specifics.
- Migrates from
- MyCase today, with Clio next
- Cost
- $0 — migration and onboarding are free
- Timeline
- About two weeks
- Downtime
- None — your old system keeps running
- Trust balances
- Verified to the penny before go-live
- What moves
- Matters, contacts, documents, invoices and trust ledgers
- Built for
- One solo attorney up to a 1,000-plus user multi-state firm, on the same plan
- Included in
- The $49 per user, per month plan — there is no tier above it
- Free access
- Contact us · conditions apply
- Works on
- Any device with a browser. Installs from the browser on iPhone, iPad, Android, Windows and Mac, with no app store
Ready to see data migration in action?
It’s included in the $49 plan, with every other CaseFuze feature.