Migration
Switching is the hard part. We do it for you.
Most firms stay on a tool they have outgrown because the cost of switching feels worse than the cost of staying. We've built the migrations so the cost of switching is a weekend and a fixed fee, not a quarter and a fight.
Sources we read.
Each source has a tested importer that handles the shape of the data, the encoding quirks, and the date-of-birth-in-American edge cases.
Clio
Clients, matters, time, trust transactions, documents, custom fields, calendar.
LEAP
Matters, contacts, documents, time, trust ledger, costs, precedent library.
actionstep
Matters, contacts, time, billing, documents, workflow steps.
Xero
Chart of accounts, contacts, invoices, bank feeds, GST returns, payroll history.
MYOB
Accounts, contacts, jobs, invoices, payroll, GST, BAS history.
QuickBooks
Accounts, customers, vendors, invoices, payroll, sales tax, P&L history.
iress / Affinity
Trust ledger, matter financials, time records, document management.
Other
CSV, OFX, PDF — if it has structure we can read, we can import it.
Four steps. One weekend cutover.
01
Scope call
30 minutes. We map your data shapes, agree what we will and will not migrate, and quote a fixed fee.
02
Sandbox import
Your data lands in a sandbox firm. You and a partner walk through it. Anything off, we fix before the live cutover.
03
Cutover weekend
Final delta migration over a weekend. Monday morning you sign in to Marco Reid with everything where it should be.
04
Two weeks of hand-holding
Direct line to a migration engineer for two weeks post-cutover. Every weird corner gets resolved fast.
Tell us what you have.
Fill this in. A migration engineer reads it, mirrors back what we'll need, and sets up a scope call in 24 hours.