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

60-second migration request

Tell us what you are moving.

No perfect inventory required. Estimates and “not sure” are fine.

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.

What do you have? (optional)
When are you hoping to move?

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

What DocketBuddy handles

A migration service, not another import tool

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.

Verified handoff

Nothing silently disappears

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.

Your old system should not decide whether you can use a better one

Send the short request now. We will come back with the secure transfer path and migration scope—not a homework list.

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.