Life after Amicus

Briefcase was designed inside a working firm that runs Amicus today — alongside HotDocs, DocuSign, and NetDocuments. Replacing that exact stack is not a use case we support; it’s the reason the product exists.

You don’t run an importer; we do the migration 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.

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.

Coming — we onboard migration firms one at a time right now, concierge-style — that’s a promise of attention, not a waitlist trick. Tell us about your firm and we’ll tell you honestly what the move would look like.