Migration
Moving to a new practice management platform doesn't have to be complicated. Nojumi's migration process is designed to make the transition as smooth as possible, securely transferring your firm's data while minimizing disruption to your day-to-day operations. Our team works with you throughout the migration to ensure your matters, contacts, documents, and key information are brought into Nojumi accurately, so you can start benefiting from a fully connected legal platform with confidence.
Migration Process
Items Transferred Over
Based on the system you are migrating from, the following specific records and reports are exported and transferred into Nojumi:
Contacts and Matters
- Matters / All Matters
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Clients / All Contacts / Contact information
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Contact Matter Relationships
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Files with Summaries
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Notes
Time and Disbursements
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Time Keepers Time Report / All Time Entries
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Activities
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Time Keepers Expense Report / All Disbursements Entries
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WIP by Matter / WIP Report
Billing and Receivables
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Invoices / Bills
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Client Billing Balance
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Accounts Receivable
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Billing history
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Matter balance summary
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Client ledger
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Invoice Payment Allocations / All Invoices Payments
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All Invoices Credits
Trust Accounting
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Trust Client Balance
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Trust Listing
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Trust Ledger Transactions / Trust Ledger
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Transfers (Trust File to File)
General Accounting
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Chart of Accounts
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Trial Balance
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Account Payable Details
Banking and Reconciliation
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Bank Accounts / Bank Activity Report
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All Bank Account Transactions (Trust register, General register)
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Cheques (Outstanding Cheques, Cheque register)
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Outstanding Deposits
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Bank Errors
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Reconciliation Report / Bank Reconciliation document