We deliver what we build.
Data migration. MatterX implementation. Managed cloud services. End-to-end delivery by the team that wrote the software.
Data Migration
500M+ records migrated.
Data migration is our founder's core discipline — 25 years of moving enterprises from legacy systems to modern platforms. Dynamics FinOps, CRM, Business Central, LEAP, Smokeball, ActionStep, FilePro, Practice Evolve, Elite 3E, and systems that predate most of the market.
We don't use generic ETL tools and hope for the best. We've built our own migration framework — purpose-built methodology, validation patterns, and tooling for professional services data. Matter histories. Trust ledgers. Time records. Billing data. Document libraries. Every record mapped, validated, and verified.
This isn't a side service. It's the foundation our reputation was built on.
Systems We Migrate From:
- LEAP
- Smokeball
- ActionStep
- FilePro
- Practice Evolve
- Elite 3E
- Any legacy PMS
Migration Process:
- 1Source System Analysis
- 2Data Mapping & Transformation Rules
- 3Test Migration & Validation
- 4Parallel Run
- 5Final Cutover — Zero Downtime
Track Record:
- ·500M+ records migrated
- ·50+ firm migrations
Data Migration: $5,000 – $10,000
Variable based on source system, data volume, and complexity.
Every engagement starts with a free analysis call.
Implementation
Discovery through go-live. One team. Fixed scope.
Discovery
Firm assessment, requirements, data audit, project scope. Free.
Configuration
Business Central setup, MatterX suite configuration, trust accounts, matter types, templates.
Data Migration
From any source system. Mapped, validated, verified. Zero loss.
Training
Role-based. Principals, lawyers, support staff, practice managers.
Go-Live
Parallel run, cutover, hypercare.
Ongoing
MatterX subscription, managed cloud, quarterly reviews.
Typical Implementation: $6,000 – $25,000
Fixed scope. Transparent. No surprises.
Includes configuration, training, and go-live support.
Data migration quoted separately based on complexity.
Managed Services
Your Microsoft cloud. Managed by the team that built your software.
Identity, security, compliance, backup, helpdesk — managed for firms running MatterX. Cloud-native. We work alongside your existing IT provider or replace them entirely.
From $200/user/month
Let's scope it.
Every engagement starts with a free call. We'll assess your current setup, scope the work, and give you a fixed-price proposal. No obligation.