Easily migrate your law firm’s data to Osprey

Access your current data and files when you switch to Osprey. We migrate data from all major legal software suppliers and have done so for hundreds of law firms over the last 30 years.

Trusted by law firms across the UK

Migrate your current data to Osprey

No matter your current legal software solution, our tried and tested data migration process enables you to import your current case, client, and financial data, as well as all documents and file types into Osprey to use from go live.

Our data migration process
  • Consultation

    At the project planning meeting we’ll discuss what data you hold and are looking to migrate to Osprey. We’ll look at the fields, work types, reports, and workflows to ensure we know how you’d like to use your data once it’s in Osprey. We’ll share our advice and guidance on cleansing the data, so you import quality information. And we ‘ll discuss how we’ll receive this data, providing advice on how to retrieve the data from your current supplier.

  • Review

    We’ll schedule a meeting to review your sample data once you’ve gathered a sample or the export from your current supplier. This will help us understand what you have and how it’ll need to convert to work in Osprey. We can help you manipulate the data you have to meet the requirements of Osprey.

  • Test sample

    We can import your sample data to test the import and provide peace of mind of how it’ll display in Osprey. The sample data can be imported into the training database so you can use it when training on the software before going live. Importantly, we’ll run a test of your month end accounting data to ensure we can balance accounts for a quick turnaround at go live.

  • Data import

    Once initial reviews and tests are completed, we’ll import the full database and associated files into your Osprey database. This will happen when your team are training, so it’ll be ready for go live day.

  • Verification

    Once imported we’ll run through a series of verification checks internally and with you to ensure it’s as expected. Depending on the quantity of data, we may hold several sessions because it’s crucial your data is correct ready for go live day.

What data do we migrate?

All your essential case, client, and financial data can be migrated. There are four phases of data to gather and import.

1. Set up & configuration

This is the data we’ll need to set up the fundamentals of your system including:

Work types, fee earners and charge our rates, time recording activity codes, branches, departments, banks, nominal, purchase ledger, and deposit accounts, VAT methods and quarters, bank interest rates, accounting periods, and client and billing numbering formats.

2. Client, case, & accounts data

Phase 2 is your actual database of individual clients, case, and financial data. This will include:

Client and contact details, matters, work in progress balances, time recording entries, nominal balances, purchase ledger balances, bank transactions, reconciled bank accounts, client ledger balances: client accounts, unpaid bills, unpaid disbursements, client deposit balances, and ledger cards.

3. Documents, emails, & files

You can migrate any file type into Osprey including Word documents, PDFs, emails, videos, images, excel spreadsheets etc.

4. Customisations

Phase four is an optional step of customisations that you may want to make to your data. This could include drilling into workflows and how the data will be used for each work type, making changes to documents, or adding your own templates.

Legal software systems we can migrate data from   

We can migrate data from all major legal software suppliers including but not limited to:

Advanced products – ALB and Tikit (P4W)
Access products – DPS software, Proclaim Eclipse, Select Legal
Clio (with or without Xero)
Cognito
Indigo
Leap (with or without Xero)
Practice Evolve products – SOS, Linetime
Quill

LSSA advice on data conversion

We follow the LSSA recommendations for data conversation, which are outlined in their whitepaper. Discover the advice for data conversations options, how to prepare, checking data integrity, avoiding problems, and starting with a new system.

Frequently Asked Questions
  • How long does it take to implement legal practice & case management software?

    It varies between suppliers, but with Osprey, small law firms who have little data and few users can be set up very quickly, but on average firms go live around three months after the agreement is signed.

  • How much does it cost to implement legal software?

    Costs can vary, and this will depend on the volume and complexity of the data and documents you want to migrate.

    However, we do not require any up-front implementation fees to start your project. Any costs are spread over your monthly fees to avoid initial outlays. It’s important to choose the right software solution for your firm so we ensure implementation costs aren’t a barrier to using Osprey.

  • Will I be able to migrate my data and documents to Osprey?

    Essentially the answer is always yes. Over the last 30 years we’ve migrated data and documents from almost all legal software solutions on the market and we’re yet to find one that we can’t.

    During the initial project planning stages, our data team will advise you on what data you should migrate, how to cleanse it so it’s of most use to you in the new system, and we will provide a structure in which it needs to be imported so it’s effective in Osprey.

  • Do you offer training for the whole team?

    We offer a full training programme during the implementation phase to help your team gain the confidence they need to utilise Osprey. You’ll be trained by our UK-based, in-house team that have worked with the software for many years.

    We also offer all inclusive, unlimited training for all users for the life of the contract. So, you can access our trainer led courses, or online interactive sessions and our how-to videos whenever you need them.

  • Do we have access to someone for support during the implementation process?

    Yes, you will. You’ll have a dedicated project manager to assist you through the entire implementation phase. You’ll also have priority support access during the go live phase of Osprey and you’ll always have access to our UK support team throughout the life of your contract. Your entire team can access telephone-first support and unlimited training, at no additional costs, so you’re always supported.

  • Do you migrate data from my software supplier?

    We can migrate data from all major suppliers on the market. We have over 30 years’ experience switching law firms to Osprey and have yet to find a system we can’t convert data from. See our list of major suppliers here, but please get in touch to find out more if your solution is niche.

  • We don’t have a system and keep all our data in spreadsheets, can you import that into Osprey?

    Yes, no problem. Data imports happen via a spreadsheet anyway, we just need to make sure it’s in the correct format to be compatible with Osprey. Our data and implementation team will help you to format and collate your data ready for use in Osprey.

  • What is data migration?

    Data migration is the process of moving the data you hold in your current software solution into a new system. When switching to Osprey we help you to migrate your data from your current practice and case management software to Osprey Approach. You’ll be assigned a dedicated project manager who will share advice and best practices on moving quality and useful data to ensure you get the most from your software investment.

Run a successful law firm with Osprey Approach

See Osprey in action

Discover the power of Osprey Approach in a free, no obligation demonstration, and learn why thousands of lawyers trust our software solution to manage their firm. Complete the form and a member of our sales team will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.

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