Migration Guides
Detailed playbooks for moving your practice off the system you're on today. Every guide is written from real migrations we've helped run — not theory.
Migrating from spreadsheets to ImmPilot
For practices that have run on a shared tracker workbook and are ready to move to a structured system without losing the historical clarity of the sheet.
Migrating from Clio
Clio is excellent general-purpose legal practice management, but immigration-specific workflows, IRCC integrations, and multi-language client portals are where ImmPilot takes over.
Migrating from INZone
INZone has been the immigration-specific incumbent for many Canadian practices. Migration paths are well-established and can be executed with minimal disruption.
Migrating from PracticePanther
PracticePanther offers solid generic legal case management. Migration is straightforward for firms whose workflows fit PracticePanther's generic model.
Migrating from LegalFiles
LegalFiles serves larger immigration practices with complex workflows. Migration is more involved but the payoff in operational clarity is meaningful.
Migrating from MyCase
MyCase is a modern generalist legal platform. Migration is technically simple; the more important work is reshaping generic matters into program-specific cases.
Migrating from an in-house custom system
For firms who commissioned a custom platform in the 2010s and are ready to modernise without commissioning another one.
Migrating from shared drives and email
For practices that have never had a case management system and run everything out of a folder structure and a shared inbox.