Migrating an immigration practice to new software
A practical migration outline for moving clients and documents without promising unlimited storage.
Plan the move
Inventory active clients, closed files you must retain, document volumes, and who on your team needs access on day one.
Match that inventory to published plan caps on /pricing before you cut over.
Cutover tips
Migrate active matters first, keep a read-only archive of the old system until you verify completeness, and train staff on folder and permission conventions.
If volume exceeds your target plan, upgrade first or enquire for capacity — do not assume unlimited documents.
Related solutions
Expert Consultants — practice software for consultants and professional firms, with client portal, templates, and advertising options.