Practice management migration for a 200-lawyer firm
Migration from a legacy stack to NetDocuments plus Aderant Expert. Eighteen months. Zero billable-hour loss against the migration window.
Practice Management · Back Office
CMS, PMA & ERP
Case management, practice management, and enterprise resource planning systems for the business of law. Selection, implementation, integration, migration, and managed operations across the back-office stack legal businesses run on.
Case management, practice management, and enterprise resource planning systems for the business of law. Selection, implementation, integration, migration, and managed operations across the back-office stack legal businesses run on.
What we deliver.
Case management
CMS selection, implementation, and customisation across Clio, MyCase, PracticePanther, and enterprise-grade systems. Configured for litigation, transactional, and regulatory practices.
Practice management
Time capture, billing, matter intake, conflicts, and document management. Migration from legacy stacks to NetDocuments, iManage, Worldox, Litera, or bespoke configurations.
ERP and finance
Aderant Expert, Elite 3E, SAP, NetSuite. Implementation, customisation, and the operating cadence to reconcile against. Migration from legacy ERPs without losing trial-balance integrity.
Integration and reporting
Cross-system integrations (CMS to ERP to CRM), management dashboards, and the data architecture that makes them possible.
Representative work.
Litigation CMS rollout across three jurisdictions
Configured case templates, document automation hooks, and matter-intake workflows. Adoption stable at 91 percent at twelve months post go-live.
What clients ask.
Do you favour a specific CMS or PMA vendor?
No. We hold no resale commissions. We have implemented work on Clio, MyCase, PracticePanther, NetDocuments, iManage, Litera, Aderant Expert, Elite 3E, and bespoke stacks. The right answer depends on practice size, jurisdiction mix, and the existing back-office stack.
Can you migrate from a legacy system?
Yes. Migration is a standard scope element. We carry trial-balance integrity through ERP transitions, preserve historical matter and document metadata in CMS and PMA migrations, and run a parallel cadence during cutover.
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