Switching is the hard part.
So we do it with you.

Contacts, matters, rates, open balances — moved by our team, rehearsed against a staging copy before anything touches your real workspace, so cutover day holds no surprises. Your firm’s workspace sees exactly one reviewed load.

Every incumbent offers “migration help.” What nobody else offers is proof: every imported record in Briefcase carries its provenance — where it came from, in which batch, resolved to what — and the migration produces a completeness report you can check before you rely on it. What moved, what didn’t, and why, in writing.

This is the part a bar auditor cares about, and the part free migrations skip: your client trust balances don’t arrive as a spreadsheet or an “opening balance” field. They land as real, immutable ledger postings, from a schedule your firm signs, traceable afterward to the line you attested. Your trust account survives the move with its audit trail intact.

And QuickBooks stays — it holds no client data. Everything that touches a matter moves in; your firm-side books keep running exactly as they do today.

The approach is the same whatever you run today — the rehearsal, the provenance, the report. We’ve written up the move in depth for the system we know best:

Leaving Amicus Attorney →

Running Clio, MyCase, PracticePanther, Smokeball, or something older? The migration service covers you the same way; the system-specific guides are being written. Tell us what you run and we’ll tell you honestly what the move would look like.

Coming — we onboard migrating firms one at a time right now, concierge-style — that’s a promise of attention, not a waitlist trick.