Migrating to a New LPM: How Much Data Should You Move?
Congratulations! Your firm has decided to move to a new practice management, billing or accounting platform. You have gone through the analysis, made a selection, and now comes the big question – What data should be brought over to the new application? To start, think about how far back you need matter, contact and related matter information, and how this data will be used. Once you’ve identified the “must-have” data, it’s important to consider what is feasible from a technical perspective and devise a plan that ensures business continuity. Understanding Your Starting Point: On-Premise Software vs. Cloud Application If your […]