This offering is available for select firms only. Reach out to your Client Success Manager to learn more.
Learn about the different types of data that our data migration team can and can't migrate to Smokeball from your current or legacy system.Data we can migrate
| Data type | Details |
| Staff |
Ensure all staff in your current system have an email address. |
| Contacts |
Clean up duplicate contacts in legacy system as best you can prior to data collections. The Smokeball Migrations team imports the data as is from Legacy system. |
|
Matters |
Your data migration specialist will assist you to map matter types from your current system to the matter types in Smokeball. Any matter types not mapped will default to General and have to be manually changed in Smokeball after going live. |
| Matter Relationships |
Parties or contacts attached to a matter.
|
| Billing |
Historical entries or entries already invoiced will be migrated if they are saved within the documents for migration. Only unbilled items will be migrated.
|
| Tasks and events | Generally migrated, depending on complexity in current system. May have duplicate events if using Outlook Sync. Please specify this data type with your Migration Specialist. |
| Documents |
Will be migrated. We will also investigate whether this includes metadata from your current system. Note: Your documents need a unique matter ID/reference in order to map the document folder to the Smokeball matter. This will be further explained in the Data Review meeting with your data migration specialist. |
| Memos |
Similar to notes stored on a matter. |
| Matter Tags |
Matter labels that are used to classify a matter. We will investigate if your current system has an equivalent and whether these can be migrated. |
| Communications |
Migrating communications is dependent on your current system. If we're able to generate a report in relation to communications we may be able to migrate them as a memo, or document file. |
| Emails |
Migrating emails is dependent on your current system. If we're able to generate a report in relation to emails we may be able to migrate them as a memo or document file. (Or if in the Database, they must be in msg. eml. file) |
Data we do not migrate
Our data migration specialist will set expectations with your firm around what won't be migrated. In general, we will not migrate the following:
- Custom fields on contacts, clients and matters (if not discussed in Scope of work)
-
Matter case detail information
-
Paid invoices
-
Invoice transaction history
-
Trust balances/history
-
Accounts Payable
-
General Ledger
We will also not remove duplicate records such as duplicate contacts.
Open Invoices Options for ProStart:
Combine all outstanding fees and expenses into a single summarized total per invoice. (Recommended for ease)
2. Itemized approach:
Bring over each fee and expense as individual line items.
The time required for these manual adjustments will vary depending on the number of write-offs, discounts, or credits — it could take as little as an hour or, in some cases, several hours.