Data Migrations
Your firm's data is its most valuable asset—years of case history, client relationships, and institutional knowledge encoded in databases and documents. When it's time to move to a new platform or consolidate systems, you can't afford mistakes.
We've migrated millions of records across dozens of platforms. Our methodical approach ensures data integrity, maintains critical relationships between records, and minimizes disruption to your practice.
data accuracy rate in our completed migrations
Big Mode Consulting Internal DataMigration Services
Whether you're switching platforms, moving to the cloud, or consolidating after a merger, we have the expertise to execute your migration safely and efficiently.
Platform-to-Platform Migrations
Moving from one case management system to another—whether it's legacy software like Needles or Practice Master to modern platforms like Filevine or Clio. We handle the complete data transfer including matters, contacts, documents, and custom fields.
- Full data extraction from legacy systems
- Field mapping and data transformation
- Document migration with folder structure preservation
- Custom field conversion and validation
Document Management Migrations
Consolidating scattered documents from file servers, SharePoint, Dropbox, and email attachments into your case management system or dedicated DMS like NetDocuments or iManage.
- Multi-source document consolidation
- Metadata extraction and tagging
- Duplicate detection and cleanup
- Folder structure optimization
Cloud Migrations
Transitioning from on-premise servers to cloud infrastructure. We migrate your entire tech stack—files, databases, applications—while ensuring zero data loss and minimal downtime.
- On-premise to cloud transitions
- Hybrid cloud configurations
- Application compatibility assessment
- Security and compliance validation
Data Consolidation & Cleanup
Merging data from acquisitions, cleaning up years of inconsistent entries, and standardizing formats. We turn messy data into a clean foundation for your practice.
- Firm merger data integration
- Duplicate contact elimination
- Data standardization and normalization
- Historical archive organization
Our Migration Process
A proven four-phase approach that eliminates surprises and ensures successful outcomes.
Discovery & Assessment
1-2 weeksWe audit your current systems, map your data landscape, and identify potential challenges. You'll receive a detailed migration plan with timelines and risk assessment.
Data Mapping & Preparation
1-2 weeksWe create comprehensive field mappings, establish data transformation rules, and prepare your target system. This is where we catch issues before they become problems.
Test Migration & Validation
1-2 weeksWe run a complete test migration with a subset of your data, validate results against source systems, and refine the process based on findings.
Production Migration & Go-Live
1 week + supportThe final migration is executed during planned downtime, typically over a weekend. We validate every record and provide hands-on support for the first week.
Why DIY Migrations Fail
We've cleaned up dozens of failed migration attempts. Here's what goes wrong when firms try to handle complex migrations without expertise.
Data Loss
Without proper extraction protocols and validation, critical case data can be permanently lost during migration.
Broken Relationships
Contact-to-matter links, document associations, and custom field connections often break when not properly mapped.
Extended Downtime
Rushed migrations frequently result in unexpected issues that keep your team offline for days instead of hours.
Compliance Issues
Data migrations that don't account for retention policies and privilege can create serious compliance and ethics violations.
Planning a Migration?
Start with a free assessment. We'll evaluate your current systems, identify potential challenges, and provide a realistic timeline and budget estimate—no obligation, no sales pressure.