Migration

Move your firm with confidence

A structured, supported migration led by an implementation specialist who understands immigration practice. No disruption to your active client work.

The process

Six phases, one accountable lead

01
Discovery
We map your current tools, workflows, and data sources in a 60-minute session.
02
Data mapping
We build a migration plan for clients, cases, documents, and financials.
03
Staging import
Your data lands in a sandbox tenant for validation before touching production.
04
Training
Role-based training for RCICs, paralegals, and administrators — live and recorded.
05
Go-live
Cutover in a scheduled window with support on standby.
06
Hypercare
Two weeks of dedicated support to catch anything the plan missed.

What we move

CSV, Excel, or direct export from your existing CRM. Duplicates flagged, not merged silently.

Active and closed matters with status, timeline, and assigned staff.

Bulk transfer from Google Drive, Dropbox, SharePoint, or local drives — with folder structure preserved.

Live sessions plus a recorded knowledge base your team can reference forever.

A named implementation lead from kickoff through hypercare.

Scheduled cutover with rollback plan. Zero disruption to active client-facing work.

Common questions

Solo practitioners typically go live in 2 weeks. Multi-user firms take 3 to 6 weeks depending on document volume and workflow complexity.
Yes. We stage imports in a sandbox and only cut over when your team is trained and ready.
You keep it. We import a copy into ImmPilot and hand you a full export for archival.
Standard migration is included with Professional and Enterprise plans. Complex historical imports are quoted separately.
Yes. Cutover happens in a controlled window with a documented rollback plan.

Ready to plan your move

We'll walk through your current stack, scope the migration, and share a firm-specific plan.

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What happens next