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Switching to Logic Firm

You’ll be surprised how easy it is to switch to Logic Firm.

The move that feels risky from inside your current system is, on our side, a signed-off, milestone-by-milestone process we run all the time.

Planning
About a week
Migration
Six to twelve weeks
Your team
Keeps working until go-live
What your firm actually has to do

Three part-time people. That’s the whole commitment.

A project sponsor, a practice manager and an IT contact — each giving a few hours a week. Everything else on the register opposite is ours to run.

Your team keeps working in your current system until go-live day, against a date set at contract.

Ask what this means for your team
Your commitment3 roles, part-time
01

Project sponsor

Usually a principal. Approves the plan and the go-live date.

Your side
02

Practice manager

Coordinates data, training and access.

Your side
03

IT contact

Handles access and anything that touches your network.

Your side

Everything else

Extraction, validation, loading, training and go-live support — ours to run, start to finish.

Ours
What actually moves

All of it. Named, reconciled, signed for.

Everything on the register is agreed before a single record moves, and none of it goes live until it’s been reviewed against your source system and signed off.

See how a go-live day runs
Migration plan · reconciliation requirements6 of 6 agreed up front
01

All your matters

Every matter, with its history, current status and next steps.

Included
02

Your contacts and their history

Full contact history, not just the current details.

Included
03

Your documents

Every document, correctly linked back to its matter.

Included
04

Your work in progress

Time and disbursements not yet billed.

Included
05

Your debtors

Outstanding balances, matched to the right client.

Included
06

Your trust balances

Reconciled against your trust ledger, to the cent.

Included

Approval report

Reviewed against your source system, then signed, before anything goes live.

Signed off
What switching actually costs you

You’ll bill through the whole migration.

Your team keeps working, uninterrupted, while the migration runs on its own track underneath — trust reconciled continuously, until one fixed go-live date.

Your team & billing

Uninterrupted, right through cutover — nothing to pause, nothing to explain to clients.

The migration
1
2
3
4
Week 0Go-live, week 12–15
01

Migration planning

About a week

The plan, the success criteria and the reconciliation requirements, agreed before a single record moves.

02

Data migration

6–12 weeks, in the background

A structured, controlled import running behind the scenes while your team keeps working in your current system.

03

Training

3–5 sessions, by role

After your data is in, on your real matters, so the day you switch everyone already knows the system that’s now live.

04

Go-live + on-site

4 visits in 3 weeks

You switch with your data signed off, and we’re on-site four times across your first three weeks.

Runs quietly — nothing for your team to doActive — sessions and on-site time

Data migration duration depends on firm size, legacy complexity and data quality. We don’t rush. We get it right.

The question under the question
“What if something’s wrong after we switch?”

Then it gets fixed, and it gets fixed first. We solve the immediate operational issue, then address the underlying cause so it doesn’t recur — and we stay accountable until we’ve reached the best possible outcome.

Signed migration approval
Your support summaryWeekly
Week 1Sent
Week 2Sent
Week 3Sent
Week 4Sent
Week 8Sent

To your project team, for your first two months. Nothing happens in the dark.

Ready when you are

Talk to us about switching.

Tell us what you’re running today and we’ll walk you through exactly what your move would look like, milestone by milestone.