Guide
FilePro to CounselOS migration checklist
FilePro firms must choose a new platform before December 2026. This checklist walks principals and practice managers through export, trial load, trust reconciliation, and go-live — the same stages CounselOS uses in assisted migrations. Allow extra time if your export has years of trust history or document gaps.
General information only — not legal, accounting, migration, or compliance advice. CounselOS does not guarantee regulatory outcomes. Your firm remains responsible for professional obligations.
Updated
Before you export
Confirm who can sign off on trust balances and matter numbering. Freeze bulk data changes during the export window if possible.
- List active matters, closed matters needed for reference, and trust accounts
- Run your last bank reconciliation and save reports
- Note billing models that may not map cleanly (unusual retainers, legacy codes)
- Brief fee earners on parallel running if you plan a trial practice area
Export and handover
Provide an anonymised export if your migration partner requests it for scoping. CounselOS maps FilePro shape to matters, clients, time, documents (metadata), and trust entries preserved entry-for-entry.
- Clients and contacts
- Matters with key dates
- Time entries and rates
- Trust ledger (unchanged transactions)
- Outstanding invoices and costs disclosure status
Validation before go-live
Rebuild running trust balances from imported entries and reconcile against your bank. Discrepancies should be flagged for principal sign-off — not adjusted silently.
This article is general information for Australian legal practices — not legal, accounting, or compliance advice. Your firm remains responsible for professional obligations in your jurisdiction.