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Quill has migrated data from over 750 law firms across 40 different software systems in the UK to our cloud-based practice management solution. Isn’t it time to set your practice up for success?
Nobody likes change. And when it comes to your practice management software– there’s a lot at stake. Many law firms are discouraged from changing legal software providers because they perceive that it will be too hard, too painful and too expensive. But what about the benefits of growing, evolving and progressing your practice? Another worry is, of course, the “shock-horror” of transferring your old database into the new system!
Let’s take a trip down memory lane… ask yourself: why did you invest in a practice management system in the first place?
You must have had high hopes for it: you thought it would improve productivity, streamline procedures, help you go paperless, keep you compliant and support your revenue goals.
Remember those days? Now, ask yourself – do you still want the same things for your business today? Of course, you do!
Taking on the challenge of switching to a better practice management solution, or carry on living with the failing “legacy” system?
Whether you are looking to unlock productivity, embrace a paperless approach, support remote working, or scale your business, switching to Quill’s cloud-based legal software is a game-changing business decision that will reap rewards.
Promise.
Once a signed agreement is made between your practice and Quill, our sales consultants liaise directly with our implementation team and provide them with a detailed brief on your business, desired timings and specific data conversion needs.
From there, our Implementation Manager and his team will connect with you and ask you to complete the all-important “Configuration Pack”. This document is used to configure your initial database and includes key data fields such as year-end date, VAT quarters, client and office bank account details, nominal structure, case types, fee earners, etc.
Ahead of the “go-live,” we’ll liaise with our support team to ensure your Quill system is set up with the necessary templates and document administration in readiness for your training. If you’ve purchased our document management system, we’ll also book in training with your document administrators to show them how to use the system as well as edit and create new document templates and i-tags.
With a goal “go-live” date already in mind, we’ll work with you on a proposed cut off date for transferring over your data. When we take a backup copy of your data for conversion, we’ll also ask for the following month-end reports: Bank reconciliation (including any unreconciled adjustments); Ledger balances; Trial balance; Nominal balances; Unpaid bills/aged debtors; Unbilled WIP/aged WIP (if appropriate); Balance sheet; and Bank balances.
Once we receive and process all of your data, you can take a tour of your new Quill system with all your information migrated over. Now is the time to request changes to the way your data will be stored and organised, and fine-tune your system to your needs so there are no surprises at “go-live”.
Once all requested amends are sorted and you are happy with what you see in the test migration site, your firm is just steps away from going live.
Once you approve your new Quill system, we will schedule the final data conversion to coincide with the “go-live” date for your new system. In the meantime, we’ll engage with your team ahead to deliver the necessary training sessions.
Congratulations! As your data is hosted in the cloud, as soon as your live conversion is ready, your team can log straight in and start working within Quill. Our system is super intuitive and easy to use – if you can work a website page, you can work and navigate around Quill.
Of course, our support doesn’t just end once your account is live – our teams will be fully briefed about your go-live and will be ready to support your firm. The first two weeks in the new system, you’ll still have your implementation manager and the team available to help, and after that, you’ll be in the capable hands of our support team. We also offer webinars, in-person training and relevant documentation to help you every step of the way. After Quill has been bedded in, we will regularly check in with you to ensure your system is running smoothly.
We don’t take your decision to switch to us lightly. Law Society affiliate partner Quill’s experienced team has successfully migrated data from over 750 law firms across 40 different software systems in the UK to our cloud-based practice management solution. Our experts take your data – however old the existing system or no matter how messy it may seem – and bring it over to Quill where your accounts, client, matter and document information is all stored securely.
Rest assured that the integrity of your practice management records will not be lost in the data migration process. Our experts will be there to guide you every step of the way until the entire practice feels comfortable with the new way of working and we are confident that your onboarding meets our own internal quality standards.
The LSSA outlines clear recommendations for data conversion such as extracting data in an industry-standard format within a reasonable timeframe, exporting associated case-related documents, generating reports on current data, supporting trial conversions through mutual supplier cooperation, transforming data to accommodate subtle differences between databases and checking data integrity once converted with any requisite correctional activity. Quill is fully accredited by the LSSA.
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“The team at Quill that I have engaged with have ensured a largely seamless transition from our old system to their platform. They have been helpful, attentive, knowledgeable and informative and above all have delivered on time. I have actually enjoyed working with them and feel confident about our future using the platform given the success of the on-boarding experience.”
Learn how easy and painless our data migration process is by contacting us.
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