Actionstep data migration
Leaving Actionstep? We will get your data out.
Matters, contacts, documents, time, invoices, trust history and the ledger — brought across from Actionstep, reconciled, and landed in LAPM OS or whichever system you are moving to.
Moving off Actionstep
It is an operations exercise, not a file copy.
Actionstep started in New Zealand and is built around configurable workflows, so every firm's setup is a little different. Whatever you are moving to, the hard part is not the new software. It is getting Actionstep's data out in a usable shape, cleaning it up on the way, and landing it so the office can run on the Monday.
We work with your team to get all relevant data for the migration, and the office keeps working in Actionstep while it is prepared.
What comes across from Actionstep
Matters and contacts
Every matter with its parties, types and key dates, and the contacts behind them. Duplicates merged, not copied.
Documents and email
Filed to the matter they belong to, including archived files.
Time, invoices and debtors
Unbilled time, issued invoices and what is still owed, so billing carries on from where it stopped.
Trust history and the ledger
Reconciled against Actionstep before you switch, so the opening balances are right on day one.
Where you go next
Onto LAPM OS, or somewhere else.
We sell LAPM OS: matters, documents, billing, trust and office accounting, payroll and task-driven AI in one platform, at $250 per user per month. If it suits your firm, that is where we will put you.
But we also move firms onto systems we do not sell. Because we are not tied to one answer, we can tell you plainly what will and will not come across from Actionstep before you commit to anything.
Moving onto Actionstep instead?
We migrate in both directions. If Actionstep is where your firm is going, we can move you there too.
Cleaned up on the way
Three spellings of the same client, contacts with no email, precedents nobody has opened in years. A migration is the one moment you get to fix that, so we go through it with you before it lands.
How it runs
Out of Actionstep on Friday. Live on Monday.
- Kick-off
A project manager is assigned, captures your configuration requirements, confirms the go-live date and books training.
- Extraction
We work with your team to get all relevant data for the migration.
- Trial import
A trial import before go-live, so you can test your own data in the new system.
- Training
By role, on your own data, before go-live rather than after it, at times that suit you.
- Readiness
Out of Actionstep by 6pm on the Friday, with your final reports run.
- Go-live
Financial and matter data imported and complete by 8am on the Monday.
- Approval report
You check that the data has landed and sign it off.
- Hypercare
We stay on after go-live, because the questions that matter appear in the second week, when the first invoices and the first reconciliation come round.
“I have been very happy with the support and service provided by LAPM throughout our Actionstep implementation. The project management was well organised and responsive, and Cat was always approachable and responsive when I needed help. Having the LAPM team available to guide us through the transition and address questions as they arose gave us confidence during what could otherwise have been a challenging period. I have been very pleased with LAPM's professionalism, knowledge and ongoing support, and I would be happy to recommend their services to other firms undertaking an Actionstep implementation.”
Nerys Lloyd, Principal Solicitor, Karratha LegalScoped per firm. Ask for a quote and we will give you a number, not a range.
Questions
Actionstep migration questions, answered.
How long does a Actionstep migration take?
The minimum lead time is two to four weeks, depending on how much data you have and your availability. We give you an estimate up front once we can see your data and file storage.
Can we keep working in Actionstep during the migration?
Yes. Your team keeps working in Actionstep while the migration is prepared. The cutover is usually scheduled around a weekend: out of the old system Friday 6pm, live Monday 8am.
Will our trust balances come across from Actionstep correctly?
Trust history and the ledger are reconciled against the old system to the cent before you switch, and we walk you and your auditor through exactly how the transfer is done.
How much does it cost to migrate from Actionstep?
Each migration is scoped per firm. Tell us roughly how many matters you have and we will come back with a fixed quote and a timeline. You get a number, not a range.
Do we have to move to LAPM OS?
No. We also move firms onto systems we do not sell. And if you are moving onto Actionstep from somewhere else, we do that too. We migrate in both directions.
Moving off Actionstep?
Tell us roughly how many matters you have in Actionstep, and we will come back with a fixed quote and a timeline. If staying put, or going somewhere that is not us, is the better answer, we will say that too.