Case Study: Data Migration Made Easy

*Due to privacy concerns, the name of the law firm in this case study and its team members are not published.

Discover how Athennian helped a national law firm in Canada migrate data from two regional databases to create a collaborative, secure and cloud-based entity management environment for their national team of paralegals and law clerks.


This law firm found it challenging to collaborate and share information between offices since their previous entity management systems were not cloud-based, and could not scale fast enough to serve their national team. 

This law firm required a unified, cloud-based platform that prioritizes national scalability, and creates more connectivity between paralegals and law clerks, empowering them to take back control of their day. 

Top 3 Goals

✅ Transition to an entity management platform that could seamlessly scale across national offices and teams 

✅ Make the switch to a modern, cloud-based platform to ensure secure encryption and improve team accessibility and collaboration 

✅ Move to a platform that allowed for easy e-filing in the Canadian jurisdictions that this law firm operates in


Data migration is an important project when switching to Athennian, and the integrity of the data demands that it gets done right. Athennian supported this firm to migrate data from both of their previous entity management systems. Athennian ensured that the data migration process was smooth and seamless, helping the firm stay on time and on budget. 

The project leader at this law firm stated that data migration is a big undertaking and is often seen as a deterrent to switching entity management platforms. However, this team felt confident in Athennian’s support and abilities to transfer their data seamlessly. 

With this migration project, Athennian’s data specialists worked with this firm’s team to define and mitigate risk, so they could move forward with confidence in their new database. 

The project leader at the firm stated that the technical mapping piece and the migration of their data was seamless. They recalled that even after just 6 months of using the platform, they could see how much more sophisticated Athennian had become in terms of feature updates, which made them feel even better about choosing Athennian. 

After the migration was complete, Athennian provided in depth training to this law firm’s team of users and managers. The project leader stated that the excitement of Athennian’s training and using a new database brought team members together in a way they hadn’t seen before. 


This law firm now has a national entity management platform that the entire team has collaborative access to. This helped create more connectivity between team members, which in turn created a better experience for the lawyers at the firm. The project leader at this firm stated that the lawyers will continue to see improvements in the way they coordinate as a team due to Athennian. 

Since Athennian is a secure, encrypted, cloud-based platform, this law firm’s team can communicate effectively, share information, and be confident in the security of their system. Athennian’s built-in Feedback Center also allows teams to be a part of collaborative innovation - users can share feedback and vote on feature updates, right from within the platform. 

Athennian's Feedback Center

For this law firm, Athennian’s e-filing tools were a top priority. With Athennian, the team can manage more information about each individual entity, utilize e-filing tools in some Canadian jurisdictions, and manage day-to-day tasks all in one platform. 

Why Athennian?

The project leader at this firm stated that Athennian’s team of committed paralegals were able to understand the business challenges they were aiming to solve right from the start. Athennian sent members of the law firm’s team to a virtual community conference, which the project leader said was a testament of Athennian’s passion for the success of the paralegal profession. 

Athennian’s team of data specialists supported this law firm’s internal team to ensure that the migration process was seamless. The internal leader of this project at the firm recalled the efforts and investments that Athennian made in providing comfort to their IT team, to their user group, and to their management. The project leader said that this made it clear to the law firm that although Athennian is a quickly developing company, Athennian is on track and committed to ensuring success of paralegals, law clerks, and law firms on a national scale. 

*Due to privacy concerns, the name of the law firm in this case study and its team members are not published.

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"Very easy to use, modern interface, excellent support. Athennian has an amazing conversion team. They helped us migrate all of our data and the training was very good."

Megan W, Director

“When we were reviewing other entity management systems on the market, in some cases, we were not comparing apples to apples. But with Athennian, there was really no comparison. The paralegals were so excited to come on board.”

Linda Escobar, Senior Paralegal

"There are so many things I like about this program, but the one thing that really stands out is the user friendly interface. The program is fast and allows me to enter corporate information very quickly and efficiently. I would also like to note that Athennian provides the most the fantastic customer service."

Kelly R, Corporate Law Clerk