Migration center
A structured, low-risk path to CasePilot AI
We migrate your firm — clients, cases, documents, templates, users, calendar, tasks, website, brand, and email — with a documented, auditable process.
What we migrate
Everything that runs your practice
Ten asset classes, one plan, one migration lead.
Clients
Contact records, family relationships, communication history, and consent status.
Cases
Active and archived cases mapped to the CasePilot AI immigration case model.
Documents
Passports, IDs, LOEs, contracts — imported with metadata and quality checks.
Templates
Retainer agreements, LOEs, and email templates re-authored in the platform.
Users
Staff accounts, roles, and permissions preserved with least-privilege defaults.
Calendar
Consultations, deadlines, and reminders synced to the unified calendar.
Tasks
Open task lists preserved and mapped to the assigned case owner.
Website
Marketing site content ported into the ImmPilot website engine.
Brand assets
Logo, colors, typography, and voice applied consistently across surfaces.
Email configuration
Sender domain, SPF/DKIM/DMARC, and transactional templates configured.
How it works
Five stages, zero-downtime by default
01
Discovery
We inventory your current systems — spreadsheets, CRMs, document folders — and map every field into CasePilot AI.
02
Sample migration
A representative subset is migrated to a sandbox tenant. You verify accuracy before scaling.
03
Full migration
The full dataset moves with checksums, audit logs, and rollback points. Zero-downtime by default.
04
Verification
Structured QA: counts match, foreign keys resolve, files render, and no PII drifts.
05
Cutover
You go live on the platform with legacy access preserved read-only for 90 days.
Auditable
Every record migrated is logged with source, target, and checksum.
Reversible
Rollback points on every stage. You're never one click from disaster.
Guided
A named migration lead partners with your team from discovery to cutover.
Plan your migration
Talk to a migration specialist
Bring your current stack — we'll draft a migration plan and timeline in one call.
Licensed RCICConfidentialTransparent pricing
What happens next
- 1Book a 15-minute introConfidential, no obligation.
- 2Licensed RCIC reviews your caseGet a personalized pathway.
- 3Clear next steps, transparent feesWritten strategy sent to you.