How to Migrate to TimeSolv: The Data Migration Process
Moving to new software can be a stressful experience for any business. TimeSolv has over 20 years of experience in making sure the transition is smooth and will be there every step of the way helping firms through this process. See details below on how we migrate data for firms and the options available.
Migration Options
TimeSolv offers two types of migration:
1. Historical Migration
This involves migrating the following types of data from Timeslips and Tabs3 systems:
- Clients
- Matters
- Contacts
- Time Entries
- Expense Entries
- Finalized Sent Invoices
- Trust Payments
2. Snapshot
This is done via an import utility using Excel files from any software and is out of the box. We support three data types for snapshot conversions:
- Clients
- Matters
- Contacts
- Unbilled Time Entries
- Unbilled Expense Entries
- AR Accounts
Migration Process
The Historical and Snapshot data conversion process is as follows:
- Client will schedule an initial call with one of the Project Managers
- We will review the program/database that you are currently using. We will document the findings in a questionnaire.
- We will request a backup for a Historical Migration, or reports in CSV or Excel for a Snapshot Migration.
- Once the backup or reports are received, the Conversion Engineer will convert your data into the TimeSolv test account in two to three business days.
- We will help you review the data in the TimeSolv test environment. This will include a checklist after you schedule a call with your onboarding manager.
- If there are any issues noticed, we will try to resolve them before you decide to go live.
- If you are happy and satisfied with the data in the testing environment, you will sign the Consent letter and send us a final data backup or reports and within two business days you will be ready to go live in TimeSolv.
- The project manager will create a no-charge migration user for the conversion engineer in your Timesolv Live Account for data migration and data verification purposes. This user will be deactivated during the post-conversion meeting.
- Please schedule a call with your onboarding manager to configure your TimeSolv account according to your needs, e.g. setting up Timekeepers, basic firm-level settings, invoice templates, etc.
- Once you are happy with the data in your Live TimeSolv account, please sign the Final Consent Letter so that we can close your data migration project.
The duration of the Historical and Snapshot data conversion process will vary depending on how much cleanup is needed and when the Test and Live data is reviewed and Consent Letter(s) are signed. The entire conversion process can take three to four weeks to complete. From the receipt of the backup or reports, the Conversion team will need two to three business days to convert the data to either the Test or Live account.
Pricing
Out of the Box:
The above processes are out of the box, and are charged at a fixed price based on the number of Timekeepers.
- Timeslips or Tabs3 Full or Snapshot Conversion (including other systems) – $350 for 1 user, $125 per additional user.
Clean-up:
If you need extra work, such as sorting through messy data and difficult data format, we will charge you $150 per hour. We will let you know how long we estimate the data clean-up will take, and after you have proofed the clean-up we will proceed further.
Customization
We charge $150 per hour for additional data migration that is not included in the out of the box migration process.
Types of Data
Historical
| Client |
Client Name Client ID Active/Inactive Date Status: Active or Inactive Custom Fields Notes |
| Matter |
Matter Name Matter ID Matter Status: Active or Inactive LEDES 1998B, 2000 and 1998BI Open Date/Close Date Matter Responsible and Originating Timekeeper Custom Fields Notes |
| Contacts |
First Name Last Name Email Address Address (Line 1,2,3) Phone number Fax Number Client/Matter Association |
| Time Entries |
Timekeeper Name Client Matter Hours Rate Description Billable Type: Billable, NonBillable and No Charge Status: Unbilled and Billed |
| Expense Entries |
Timekeeper Name Client Matter Hours Rate Quantity Mark up Total Description Billable Type: Billable, Non Billable and No Charge Status: Unbilled and Billed |
| Invoices |
Open AR Invoices Paid AR Invoices |
| Payments |
Payment Date Matter Allocation details Payment Reference Number Amount Available Balances |
| Trust |
Matter Date Amount Reference Historical Transtional Activities Available Balances |
| Timekeepers |
First Name Last Name Email Address Initials Rate |
Snapshot
| Client |
Client Name Client ID Active/Inactive Date Status: Active or Inactive Custom Fields Notes |
| Matter |
Matter Name Matter ID Matter Status: Active or Inactive LEDES 1998B, 2000 and 199BI Open Date/Close Date Matter Responsible and Originating Timekeeper Custom Fields Notes |
| Contacts |
First Name Last Name Email Address Address (Line 1,2,3) Phone number Fax Number Client/Matter Association |
| Time Entries |
Timekeeper Name Client Matter Hours Rate Description Billable Type: Billable, NonBillable and No Charge Billed Status: Unbilled |
| Expense Entries |
Timekeeper Name Client Matter Hours Rate Quantity Mark up Total Description Billable Type: Billable, Non Billable and No Charge Billed Status: Unbilled |
| Invoices | AR Balances Only Per Matter |
| Payments | Not Migrated |
| Trust |
Matter Date Amount Reference Available Balances |
| Timekeepers |
First Name Last Name Email Address Initials Rate |
The above lists are for out of the box conversions. Anything that is not inclusive of the above data is priced at a $150 per hour rate.
