MyCase Data Migration

Switching to MyCase is Easier Than You Think

Upon subscribing to MyCase, your dedicated concierge service team member will walk you through every step of the process to ensure you are up and running.

Get Up and Running with Ease

Personalized Onboarding

Your dedicated onboarding manager will meet with you to understand the unique needs of your firm and develop an action plan to deliver the results you expect.

Data Migration

A Data Migration Specialist will be assigned to support your firm with data extraction and format it for quick and accurate transfer.

Custom Training

You and your team will quickly learn how to best use MyCase for your firm with customized, live training sessions.

Free of Charge to You

Your data migration project is handled at no additional cost to you and is included in your MyCase subscription.

Ongoing Support

Our award-winning customer support team is available to you before, during and after the data migration process to help you with any questions that come up, again at no additional cost to you.

Data Migration Process

Step 1: MEET & PLAN

Start with a 30-minute kick-off call where we will learn more about your data needs and discuss our process. Following this, a Data Migration Specialist will connect with you to receive your data.


Data migration begins in the following order:

  • Data extraction
  • Data formatting
  • Data texting
  • Sign-Off / finalize

Your dedicated MyCase onboarding team will migrate your data in two phases:

  • Phase 1: contacts and client information, case/matter information, companies and custom fields.
  • Phase 2: unbilled time entries, unbilled expenses, case notes, contact notes, leads, tasks, calendar events (including import of events, outstanding case balances, and client trust balances).
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Frequently Asked Questions

How long will data migration take?

Depending on the complexity and state of data, we can complete data migration in as little as 3-5 business days.

Should I keep my current Law Practice Management Software until I get all my data transferred over to MyCase?

Most firms keep their current LPMS until they have exported all data to be used for the migration to MyCase. If you wish to keep it until the migration is complete, this is also an option.

Does this data migration service include migration of my documents?

It does not. However we do work with an external vendor for this who can offer special pricing for MyCase customers. The cost will depend on the number of users and documents your firm has.

Can I use the MyCase account while my data migration is happening?

Yes, please enter all new cases and contacts not already provided to your Data Specialist directly into MyCase. For cases and contacts we will be migrating, we ask that the firm wait until these have been imported & then you can begin to work on these.

Do I need to do anything in particular to ensure a successful data migration?

You will have a data migration specialist assigned to you who will walk you through what is needed to bring over your data in the most efficient way possible. They will assess your situation and implement a customized process for migration.