01
Assessment of Your Existing Spreadsheets or Database
Whether your docket lives in Excel, Word, Google Sheets, or legacy software, we review your data structure under strict non-disclosure (NDA).
Free Data Migration
Switch to Legalistik Seamlessly With Zero Downtime
Our engineering team imports, cleans, and structures your existing cases, clients, and documents from Excel spreadsheets or legacy software free of charge.
Excel / CSV / Word → Legalistik Cloud
Zero downtime • Verified import under NDA
02
Automated Mapping of Clients, Cases, and Court Numbers
Our team performs a structured import of clients, cases, opposing parties, courts, and documents directly into your Legalistik account.
03
Verification & Complimentary Team Onboarding
We verify the imported records together, configure your custom case and invoice numbering templates, and host a live onboarding session for your team.
Zero Downtime • Full NDA Protection
What our engineers migrate for your firm free of charge:
Excel & CSV Registers Clients & Opposing Parties Case Numbers & Courts PDF & Word Case Files 1-on-1 Team Training
