Migration
Bring your files across, intact.
A staged move from spreadsheets, folders and older systems, checked against your source, signed off by you, with a way back.
What comes with you, imported through a staged mapping process.
What comes with you, step by step.
Map and preview
We map your source fields, validate formats, classify sensitivity and flag likely duplicates. You see a preview with row-level errors. Records are never merged silently.
Pilot a sample
A small sample moves first. You check it and sign off before the full run.
Controlled migration
The full import runs with source counts, checksums, record totals and an exception report, so every difference has an explanation.
Opening balances
Money moves as a dated opening balance by bank, client, matter and currency, approved after reconciliation. Gaps stay marked.
Rehearse the cutover
We rehearse the switch, the read-only period, reconciliation, team training and rollback before your firm moves.
Keep the source
A verified export of your old data stays until acceptance and retention arrangements are complete.
Bring the paper across. Client records, documents and open deadlines come over with a mapping you check first. Nothing goes live until you sign off on the preview.
History that tells the truth.
- 01Imported events keep their original datePlus when they were imported and from which system.
- 02Never shown as nativeImported history is never shown as if it happened inside Casevoya.
- 03Gaps stay labelledMissing provenance is labelled, not filled in.
Where it lands.
Each client file, with its people, documents, deadlines and money in one place.
A matter after import. Illustrative data.
Planyour move.
Tell us what you use today and roughly how many open files you have.
Talk about migration Book a demo