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.
Exporting from MyCase
Use MyCase's built-in export from Firm Settings → Data Export. The export includes contacts, cases, documents, and time entries in standard formats.
Reshaping matters into programs
MyCase treats every case as generic. In ImmPilot, each case has an explicit program (Express Entry CEC, PGWP, LMIA, etc.). During migration, tag each case with its program — this unlocks the built-in workflow, requirements, and templates.
Client portal transition
If clients are actively using MyCase's client portal, send a portal transition email 7 days before cutover. Include a short video showing the new portal, and re-invite clients to ImmPilot on cutover day.
Billing history
Billing history migrates as a read-only ledger. New invoicing begins in ImmPilot on cutover. Outstanding invoices in MyCase should be closed out or manually recreated in ImmPilot.
Ready to plan your migration?
Our onboarding team runs the migration for you as part of your Practice plan. Book a scoping call.