NetDocuments data migration
Leaving NetDocuments? We will get your data out.
Documents, email and matter structure — brought across from NetDocuments, reconciled, and landed in LAPM OS or whichever system you are moving to.
Moving off NetDocuments
It is an operations exercise, not a file copy.
NetDocuments is a cloud document management system, so a NetDocuments migration is mostly about documents, email and folder structure landing against the right matter. Whatever you are moving to, the hard part is not the new software. It is getting NetDocuments' 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 NetDocuments while it is prepared.
What comes across from NetDocuments
Documents
Every document, including archived files, extracted first because it takes longest.
Filed email kept with the matter it was filed to.
Matter structure
Folders and workspaces mapped to matters in the new system, not dumped into one place.
Checked before go-live
What landed is checked against NetDocuments before anyone relies on it.
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 NetDocuments before you commit to anything.
Moving onto NetDocuments instead?
We migrate in both directions. If NetDocuments 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 NetDocuments 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 NetDocuments 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.
“Working with LAPM throughout our change of Practice Management System has been a really positive experience. The training was clear and practical, and left me feeling comfortable using a new practice management system. The migration process was also much smoother than I expected. While there were some bugs along the way, LAPM were quick to respond, remedy issues and work with us to make sure we had what we needed. Overall, moving practice management systems was nowhere near as stressful as I thought it would be, largely because of the support and guidance we received from LAPM.”
Bree Forse, Office Coordinator, AJ & CoScoped per firm. Ask for a quote and we will give you a number, not a range.
Questions
NetDocuments migration questions, answered.
How long does a NetDocuments 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 NetDocuments during the migration?
Yes. Your team keeps working in NetDocuments 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 NetDocuments documents still be filed against the right matters?
That is what the mapping and testing stages are for. Documents and email are matched to the matter they belong to and checked against the old system before anyone relies on them.
How much does it cost to migrate from NetDocuments?
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 NetDocuments from somewhere else, we do that too. We migrate in both directions.
Moving off NetDocuments?
Tell us roughly how many matters you have in NetDocuments, 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.