A structured, low-risk path to ImmPilot

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 ImmPilot 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

Discovery

We inventory your current systems — spreadsheets, CRMs, document folders — and map every field into ImmPilot.

Sample migration

A representative subset is migrated to a sandbox tenant. You verify accuracy before scaling.

Full migration

The full dataset moves with checksums, audit logs, and rollback points. Zero-downtime by default.

Verification

Structured QA: counts match, foreign keys resolve, files render, and no PII drifts.

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.

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