Make the Switch to CARET Legal
CARET Legal has a dedicated team that ensures a streamlined and highly accurate migration process for a hassle-free transition from a wide range of cloud and legacy applications, including:
…and many other applications.
Data Migration Packages
Lite
Contacts
Basic matter data
Practice areas
Calendar sync
Extended
Contacts
Basic matter data
Practice areas
Calendar sync
Extended matter data
Matter related contacts
Matter notes / phone call notes
Tasks
Vendor list
WIP (unbilled time and soft costs)
AR balance forward
Trust balances
Opening retainer balances
Chart of accounts
Extended Plus
Contacts
Basic matter data
Practice areas
Calendar sync
Calendar events
Extended matter data
Matter related contacts
Matter notes / phone call notes
Tasks
Vendor list
WIP (unbilled time and soft costs)
Emails
User / matter rates & rate cards
AR balance forward
Trust balances
Opening retainer balances
Chart of accounts
Contact / matter custom fields
All packages include 6 hours of training. Additional hours are available for purchase.
Please note that pricing for all packages is dependent on the number of users. Additional charges may apply for firms with over 30 users, if additional data is required, or if there is more than one source system for data import.
Please contact us for a quote today.