Best Practices
Working with Hostile Providers: Notice of Departure
When working with a hostile provider, we first recommend reading the instructions in this article. If the relationship has sufficiently deteriorated, you may consider using this email template to help ensure a smoother transition. Never mention the ...
Migration Date Email
Once a migration date is selected, you should send an email similar to this to your point of contact at the firm. You should change terms like "legacy environment" and "new app" to be the actual names of the systems. --- Dear [Customer], Per our ...
Choosing the Right Location for a Migration Workstation
When performing a migration, where the migration workstation is located has a drastic impact on ease of delivery. When to Use an On-Premise Migration Workstation If the client is using an application that stores document on a server, then you should ...
Best Practices for Working as a Subcontractor
The following is our guidance on how to handle situations where you are requested to subcontract to another organization. (Almost) Never Subcontract Sometimes an IT department or another consultant may want to hire you to perform work for them ...
Postal Transfers
In some situations, it may be necessary to transfer data via the postal system. This article represents the best practices for doing a postal transfer of data. 1. Make Two Copies of the Data Because postal systems can be unreliable, you should plan ...
General Migration Recommendations
When the named partners of a firm change, it can be very difficulty to think though what data should be migrated to each partner's new firm. We have helped hundreds of firms though these transitions and it is our hope that this article provides ...
Migration Subsidiation Best Practices
Many practice management organizations subsidize a portion of migration fees. This article explains the best way to do this so that expectations can be clearly set for both parties. BACKGROUND: Migrations Change; Expectations Should Not Data ...
Verification Email
Prior to performing the actual migration for a customer, we highly recommend requiring the customer send you an email similar to the following: To whom it may concern: My firm and I have thoroughly reviewed the data backup from our legacy system and ...
Working With Historic Users
To Preserve or Merge? When a client moves into their new system, what do they want to happen with data tied to former employees? Do they want to keep it and attribute it to the original user? Do they want to attribute it to another user? Or do they ...
Providing Remote Access to a Server or PC
If you need to provide remote access to a server or PC, please do the following. Install TeamViewer on the device Share TeamViewer and Windows access
Working with Systems that Prevent Credential Sharing
Some applications prevent credential sharing by disconnecting a user from all other locations when they sign in. When working with a system that does not allow login sharing, special care must be taken so that a user does not inadvertently log in and ...
Optimizing Your Processes
The best migration specialists don't waste time, especially with repetitive and redundant tasks. The following is a list of easy wins that can significantly reduce wasted time. Set Up Calendly You should use an app like Calendly which makes it easy ...
Working with Hostile Providers
Many providers to law firms treat their customers with honesty and integrity, however, occasionally you may encounter hostile / predatory providers. A hostile provider is one that will actively work to make it difficult for the client to leave. This ...