NOW IS THE TIME TO UPGRADE TO THE CLOUD
Let's be honest, most practice management applications for the legal industry are archaic and inefficient to use. Most firms have a dedicated employee that acts as the unofficial power user and employee trainer. The last thing anyone wants to think about is migrating to a new platform. Fortunately, the team at Artesani Accounting can tackle your migration for you.
With more than 500 hours of migration projects under our belt, we know exactly what data we can convert over to your new app stack.
✔ Customer Record
✔ Matter Details
✔ Trust Account Transactions
✔ Chart of Accounts
Does Not Convert:
✗ Historical Accounts Already Closed
✗ Some Custom Data Based on Export Functions
✗ Historical Time Entry
✗ Software Specific Fields Not Available Via Export
By the time we complete our data migration process you will be amazed by the efficiency created when you combine QuickBooks Online Advanced & LeanLaw.
Chart of Accounts
Credit Card Accounts
Accounts Payable & Accounts Receivable
Requires the most input from the client. During this phase, we will focus on the collection of all data necessary to complete the conversion process. Prompt responses to data requests lead to an efficient project. Once all data have been received from the client, the migration process will begin. It is important to verify that all account data has been shared before starting or the project will be delayed.
Chart of Accounts: Our team will restructure your chart of accounts to match proper accounting practices and make it more law-specific. Once completed, we will submit the list for your approval.
Items List: Depending on the specific focus of your practice, we will work with you to create an efficient list of items that will be able to sync across our app-stack.
Client List & Matter List: After reviewing your current billing process, we will help structure your customer, sub-customer and matter lists. The format of this information will impact how the different applications sync together.
Review how far back historical information will need to be saved. The common reaction from all clients is to save everything as far back as possible. While this can be done, it will directly impact the cost of the overall conversion. Once the starting and ending date of the conversion are determined, we can begin to import the transactions.
Tip: Start with all open trust accounts and then review which clients and matters are likely to bring additional business in the future. This can help save you time and money during a conversion.
Refine the data. Reconciliation of the imported data is completed. A three-way bank reconciliation will be provided for your firm. Training of staff begins in this phase. Compensation reporting and any customized reporting are developed. The final details are completed. Staff training is recorded and provided to our clients for ongoing success. We stay a partner with you through this critical first billing cycle in the new software. Additional support is available on an ongoing, monthly basis for an additional fee.