Preparing for Migration

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:

1. Save each template as a standalone Word document (.docx)
2. Organise them in a shared folder with clear names (e.g. “Client Retainer Letter”, “Family Law Costs Agreement”)
3. 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.

1. Archive all files that no longer need to be active
2. Identify any files that need special handling
3. Review your file structure — less clutter means a smaller migration footprint

3. Clean Up Your Billing Before Go-Live

Your bookkeeper will play a key role here. Getting your billing in order before conversion is one of the most important steps — issues here are harder to unpick after the fact.

1. Finalise any bills that have been raised but not yet finalised — partially processed bills do not convert cleanly and must be completed in your current system before changeover
2. Delete any estimated or draft bills — unbill the items, delete the estimate, and re-bill in Law App after go-live. Even if an estimated bill looks incomplete on screen, the underlying items are already flagged as billed in the back end and will not come forward into a new bill
3. Prepare an outstanding invoice list with GST details
4. Pay any short-term creditors (search fees, etc.) where possible
5. Save PDF copies of any invoices you may need to reprint
6. 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