Implementation and Migration
A structured implementation—not a self-service handoff
DueCounsel works with your team to understand your existing systems, prepare your data, configure the workspace and support firmwide adoption.
Discuss Your Firm's Requirements01
Discovery
Review firm structure, practice groups, workflows, data sources and implementation objectives.
- Firm structure assessment
- Practice group mapping
- Workflow documentation
- Data source identification
- Objective alignment
02
Solution design
Configure roles, matter structures, access policies and operational workflows.
- Role and permission design
- Matter structure configuration
- Access policy definition
- Workflow setup
- Practice-group views
03
Migration preparation
Map and validate matters, contacts, documents and other agreed records.
- Data mapping
- Record validation
- Document organization
- Contact deduplication
- Migration testing
04
Testing and training
Test configured workflows and train administrators, lawyers and staff.
- Workflow testing
- Administrator training
- Lawyer training
- Staff training
- Configuration refinement
05
Launch and adoption
Support rollout, issue resolution and post-launch optimization.
- Phased rollout support
- Issue resolution
- Post-launch optimization
- Adoption monitoring
- Ongoing support
Migration and implementation scope are established based on your firm's systems, data volume and requirements.