Practice Management System Data Onboarding
Aformity helps practice management implementations clean client, matter, billing, and operational data before it reaches the new platform.
Migrate practice data without the pain
Law firms and professional services move between practice management systems with decades of client history, billing records, and matter data in tow. Aformity ensures nothing gets lost or corrupted in the transition - so your team can deliver a seamless go-live.
Client & matter structuring
Normalize client-matter hierarchies across different PMS schemas. Preserve relationships between clients, matters, contacts, and notes.
Billing data integrity
Validate time entries, expense records, and billing rates against the target system's requirements before import to prevent reconciliation issues.
Document metadata mapping
Transform document metadata, folder structures, and classification tags to match the new platform's taxonomy.
Compliance-ready exports
Generate audit trails and validation reports that satisfy regulatory and firm governance requirements during platform transitions.
See it in action with your own data.
Book a walkthrough with your team, or jump straight into the beta and start your next migration today.