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Data Migration Packages

Lite

Our Lite package simplifies the transition while ensuring a smooth migration for your office.

  • Contacts
  • Basic matter data
  • Practice areas
  • Calendar sync
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Extended

The Extended package minimizes disruption to your firm while unlocking efficiency and enhancing productivity.

  • Includes everything in our Lite package
  • Extended matter data
  • Matter related contacts
  • Matter notes / phone call notes
  • Tasks
  • Vendor list
  • WIP (unbilled time and soft costs)
  • AR balance forward
  • Trust balances
  • Opening retainer balances
  • Chart of accounts
See more information

Extended Plus

Transition to success with the Extended Plus package that optimizes performance and improves functionality.

  • Includes everything in our Extended package
  • Calendar events
  • Emails
  • User / matter rates & rate cards
  • Contact / matter custom fields
See more information
See more information

Learn more about making the switch to CARET Legal

Download for all the details

Document migration

To discover more about the scope of work (SOW) for our data migration process, click here.

Please note that pricing for all packages is dependent on the number of users. Additional charges may apply for firms with over 30 users, if additional data is required, or if there is more than one source system for data import.

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