White-glove migration

Switch systems without rebuilding your practice

Give DocketBuddy the export, ZIP, folders, PDFs, and spreadsheets you already have. We organize the matters, map the data, flag exceptions, and give you a workspace to approve.

Get my secure transfer link

No cleanup project for your staff

Original files preserved

No silent field or document drops

Human review before go-live

Whatever your current organization looks like

native-export.zip · shared-drive/ · contacts.csv · scans/

1 · Inventory

Every source file counted

2 · Organize

Matters, people, dates, docs

3 · Approve

Preview before anything goes live

Tell us what you are moving

Included with an annual DocketBuddy subscription.

We reply within one business day with a secure transfer path. Migration timing depends on matter volume and the source material, and is confirmed before work begins. See our security practices.

Your name *Work email *

Firm name *

Practice area *Current system *

Matter count (active and archived) *

What do you have? (optional)

When are you hoping to move?

Anything unusually messy? (optional)

Do not upload or email privileged client files. We will send a secure transfer link after reviewing this request. No marketing list.

Migration with review at each step

Your team should not have to learn a mapping interface before it can learn DocketBuddy. We do the inventory and organization, then bring your judgment in only where it matters.

We organize the source

Files are inventoried, de-duplicated, and proposed into clients and matters using names, case numbers, parties, dates, and document contents.

We map the useful data

Contacts, matter fields, document types, key dates, and notes are mapped into the matching DocketBuddy practice workspace.

You approve the result

Ambiguities go into an exception list. You receive a preview and reconciliation report before the production workspace goes live.

Review the migration before it goes live

Every migration ends with a count of what DocketBuddy received, created, matched, de-duplicated, and could not confidently place.

Source filenames and originals remain traceable

Low-confidence matches stay out of production until reviewed

Unmapped fields and unreadable files are disclosed

Firm approval is required before final import

Migration reconciliation

Delivered with every completed migration

Source files received1,284

Matters proposed87

Duplicates identified42

Items needing a decision6

Silently dropped0

Illustrative report. Actual categories depend on the source system and practice area.

See the migration scope before you decide to move

Send the short request and we will return with the secure transfer path, expected review work, and a realistic timeline.

Get my secure transfer link

White-glove migration is included at no additional cost with an annual DocketBuddy subscription. We confirm the scope and timeline based on firm size and source material before work begins.