Can I move my data from another system to MerusCase?
Step 1: Obtain Existing Data
To start the migration process, new clients will need to provide the MerusCase team with their existing database. More often than not, this is as simple as providing a member of our migration team access to your current system to perform what we internally refer to as a “data grab”.
Step 2: Time to Take Out the Trash
At MerusCase, we live by the saying “garbage in, value out” meaning we cleanse your firm’s data of duplicates, inconsistencies, corrupt files and, essentially all the garbage, to ensure that every piece of information moved to your new MerusCase system has the highest level of data integrity.
Step 3: MerusCase System Setup
Every law firm has different processes and workflows for their day-to-day tasks. During the migration process, our team consults with your firm to ensure that when you first log into your new system, every feature has been curated for your firm’s specific needs.
Step 4: Training & Go Live!
The final step in the onboarding process is for each member of the firm to go through a training session with a MerusCase Expert. Training is not required, but it is highly recommended. At MerusCase, we’ve done this process thousands of times and we want your firm to be well equipped to hit the ground running when you first start using your new system. Why waste valuable time having each member of your firm learn on their own blindly?
For more information about making the switch to MerusCase, please see the Keep Your Data section of our website!