Guide
Legal software migration checklist for Australian law firms
Changing practice management software is a partnership project, not a weekend upload. Australian firms must pay special attention to trust accounting, matter numbering clients rely on, and costs disclosure status. Use this checklist whether you are leaving FilePro, LawMaster, or another incumbent.
General information only — not legal, accounting, migration, or compliance advice. CounselOS does not guarantee regulatory outcomes. Your firm remains responsible for professional obligations.
Updated
Governance and sign-off
Assign a principal sponsor and a practice manager lead. Agree what “go-live” means for billing, trust movements, and client-facing portals.
- Written data processing terms before production data moves
- Sign-off criteria for trust reconciliation
- Communication plan for clients if matter portals change
- Fixed go-live date and rollback criteria (read-only legacy access)
Data and trust checklist
Australian migrations fail when trust is treated as an afterthought. Preserve entries, rebuild balances, reconcile to the bank, then let fee earners work.
- Matter numbers preserved for client correspondence
- Trust entries imported without silent edits
- Costs disclosure status visible on active matters
- Time and WIP balances agreed with finance
Cutover week
Run a short hypercare period: daily trust check, approval inbox review, and a single channel for staff questions. CounselOS targets five business days from export to operational for FilePro and LawMaster — your timeline may vary.
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.