Here’s what to get organised before your date is set
Overview
Migrating to Law App is a straightforward process. We handle the technical conversion — your job is to get a few things organised beforehand so everything goes smoothly.
Most firms complete these steps over a couple of weeks before their go-live date. None of it is difficult, but getting it done early takes the pressure off.
1. Organise Your Document Templates
You’ll receive a base set of customised templates as part of onboarding (cost agreements, firm-specific forms, etc.). Law App also includes standard templates and court forms for each Australian and New Zealand region.
To prepare your own templates:
- Save each template as a standalone Word document (.docx)
- Organise them in a shared folder with clear names (e.g. “Client Retainer Letter”, “Family Law Costs Agreement”)
- Only include templates that are current and in active use
2. Clean Up Your Files
Now is a great time to archive closed or inactive matters. A cleaner system means a smoother migration and an easier time navigating Law App from day one.
- Archive all files that no longer need to be active
- Identify any files that need special handling
- Review your file structure — less clutter means a smaller migration footprint
3. Prepare Your Financial Records
Your bookkeeper will play a key role in the conversion process. These are the things to have ready before your go-live date:
- Prepare an outstanding invoice list with GST details
- Pay any short-term creditors (search fees, etc.) where possible
- Save copies of any invoices you may need to reprint as PDFs
- Make sure trust and general account reconciliations are up to date
4. Send Us Your Bank Account List
We need to set up your bank accounts in Law App before conversion. Send us a list that includes:
- Trust account
- Controlled money / investment accounts
- General (office) account
- Credit card accounts
- Any other accounts you want to reconcile in Law App
