072: Taking Your Data With You

Your Law Firm is a Business. Take it to the Next Level

Data can be a pain. There is so much to track and make sense of. On top of that, we have to worry about taking ownership of it and keeping it safe. For many law firm owners, they are overwhelmed by data in and of itself, so adding the component of migration just scares them even more.

That is what we will be discussing in this episode. We’re talking about how to move and take your data with you. This is important for any law firm owner who is either switching softwares or moving to a new firm. These can turn into stressful situations when you don’t plan for them and move your data correctly.

So, tune in and you’ll learn when to start planning for data migration, what to take into consideration when you do, and how to create a successful plan that keeps your data organized and safe.

Show Highlights:

• Why you should start thinking about data migration before ever putting data into a software.
• When you need to create a solid plan for data migration.
• The best timing for data migration.
• Things to take into consideration when making a plan to move your data.
• How workflows can help with this process.
• How to decide which data you don’t need to transfer.

Subscribe and Review

We’d appreciate you subscribing to this podcast and leaving an Apple Podcasts review. Reviews help others discover and learn what Law Firm Next is all about. It only takes a second and helps us out a lot!

Supporting Resources:

Follow us on Twitter Follow us on Instagram Follow us on Facebook

Action Steps:

1. Contact your current PM and CRM software via email, phone, or their help section and find out how easy it is to export your data.

• For some, it is as easy as clicking a button on the screen and it downloads a .csv file for you. For others, you will have to request that the software provider export it for you.
  • In that case, find out how long it takes and if there is a fee for this service so that you can plan for both.
• For older software, you may need to hire a specialist that knows how to export the data for you.

2. Document what you learn (with a date and how you got the information) in a Word document somewhere in your firm's digital files so that you can reference it later when you need it.

*** Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.