Data Migration Doesn't Have to be Daunting

If your law firm or legal office is like other industry organizations, you probably have an interest in the benefits of cloud-based entity management. Learning about the higher level of data security it provides along with centralized access, workflow efficiency, cost savings, and other benefits sounds appealing. Imagine the billable hours your business can get back and the flexibility of accessing your corporate database from anywhere at any time. These capabilities would be impressive, right?

However, you haven't taken the leap. Why? Legacy data. You can't afford to lose any of it, and you have at least a decade's worth. Fortunately, this process doesn't have to be a daunting experience. Trust Athennian to help you create a customized entity management solution that takes your operational efficiency, compliance, customer satisfaction, and profitability to the next level.

Is It Difficult to Migrate Legal Entity Data? 

While the idea of migrating your data feels like too steep an undertaking, successful migrations are very much possible. A critical goal of this process is to create a more streamlined system than you had before with your corporate database. It's true that law firms without a significant history yet could potentially handle this process independently. However, it's better to take it more seriously and work with professionals.  

Understanding the level of complexity for your data migration before you begin is essential. Consulting with a cloud-based entity management software provider about the current state of your corporate database can help determine the type and amount of historical and transactional information you plan to migrate.  

You might consider one of the below options for your project:

  • Only moving static data. This would include information about your clients, their contact information, and matters. 
  • Complete transfer of all data. This means everything gets migrated, including case management data, peripherals, and more.

In addition to what data gets migrated, you also need to clearly understand the impacts you want this change to have on your business. From effects on work culture to security and industry compliance, know what to expect and how you can leverage cloud-based entity management to maximize your ROI.

How Athennian Helps Law Firms Migrate

Every day, Athennian's data migration teams assist our clients with implementing a new entity management software that requires transferral of the current database. We know the importance of getting it done right and rely on our three-step process:


Before our team takes any steps, we first conduct a discovery workshop with your firm to better understand your data and how your team uses it. From there, we create templates based on your specific business needs and begin training. 

Data Verification

Our next step is to verify the integrity of your migrated data using tools that measure cleanliness and accuracy. Your legal firm will always know what changes have been made because of an audit log we maintain throughout the entire migration process. 


Finally, you and your team can begin using Athennian! While this step doesn't mark the end of our relationship with your legal office, this is the final step of migration. From here, we will keep our support team at the ready for any assistance you might need. 

Athennian Data Migration in Action

At Athennian, we strive to prove the most seamless data migration experience possible for our clients. We employ specialized teams with countless corporate database migrations under their belt. Our standards are high, and we will ensure that for every step of this process, you have the right professionals by your side, including:

  • A delivery team for training, guiding, and support.
  • A dedicated engineering team to ensure the accuracy of your data and the entire process.
  • A services team assigned to provide your law practice with customized services, including template customization, data entry, and minute book health checks.
  • A customer success team to advocate and guide you through your experience with Athennian as your entity management software provider. 

An example that gives the perfect snapshot of our corporate database migration solutions involves a leading national law firm in Canada. Their project leader was understandably anxious about this type of project, but after working with our professional teams, they were quickly impressed with how seamlessly the process was handled.  

After undergoing user training and relying on our dedicated support teams to maximize the benefit of our state-of-the-art entity management software system, this legal firm enjoyed Athennian's regular updates and expanding feature offerings. As a result of the comprehensive onboarding and training, this firm is happy to report a new level of team collaboration and work satisfaction.

More importantly, this Canadian legal practice has streamlined its operations and workflows, creating improved compliance and client satisfaction. By creating a customized system that centralizes access and communication, the lawyers and their support staff now work together on a new level of efficiency never thought possible. 

Schedule a Custom Demo

As you can see, while the thought of migrating your corporate database is intimidating, it's possible to do so when partnered with the right provider. With Athennian's secure, encrypted, cloud-based platform, your law office or legal department can create a new level of effective communications and information sharing. Even with flexible access, your firm won't sacrifice its data security. 

Speak to an entity management expert today and discover how to easily migrate your data to Athennian. Contact us today and schedule your customized demo!

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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