Firms move when they want public pricing, a workspace the whole team lives in, and a trial instead of a demo. Whatever you run today, the move is the same five exports, two CSV files and one reconciled month-end. This page is the AttorneyOS side of it, start to finish.
Hierdie bladsy beskryf slegs die AttorneyOS-kant van die skuif. Bevestig by die verskaffer van u huidige stelsel hoe om daaruit uit te voer.
Vyf verslae. U boekhouer het elkeen al voorheen opgestel.
Name, type, email, cellphone. Every practice system prints or exports this; ask your provider for a CSV if the screen only prints.
Your reference number, description, practice area and whether the file is open. Closed files can stay behind in the old system as a read-only archive.
The outstanding balance per client on the cutover date. Each becomes an opening fee note in AttorneyOS so statements and reminders continue.
The balance held per client on the cutover date, agreed to the reconciled trust bank balance. Each becomes an opening trust entry against the matter of that client.
Court dates and deadlines for the next ninety days. Subscribe the AttorneyOS calendar feed and re-enter what is live; history stays behind.
Twee CSV-lêers, gepas op die opskrifry. Hernoem opskrifte in 'n sigblad as u s'n verskil; ekstra kolomme word geïgnoreer.
name,client_type,email,phone,notes
Mokoena Attorneys,Company,accounts@mokoena.co.za,012 345 6789,Referred by Dube
Thandi Nkosi,Individual,thandi@example.co.za,082 123 4567,matter_number,title,practice_area,status
MOK001,Mokoena v Santam,Litigation,Open
NKO014,Transfer of Erf 5 Monavoni,Conveyancing,OpenNie 'n lêer nie. Elke debiteursaldo word as 'n openingsfooinota op die kliënt vasgelê, en elke trustsaldo as 'n openingstrustinskrywing op die saak van daardie kliënt, gedateer op die oorskakeldatum. Die trusttotaal moet gelyk wees aan die gerekonsilieerde trustbanksaldo voordat enigiets anders geboek word.
Open the trial, set up the firm, users and the trust and business bank accounts in Settings. Pick a cutover date at a month-end.
Import clients and matters by CSV, then any unbilled time. Run the old system as usual. New matters opened this week go into AttorneyOS only.
Reconcile the old system for the last time. Import your open fee notes as the amount still owing on each, and capture the trust balances as opening trust entries dated the cutover date. Reconcile AttorneyOS to the same bank balance.
Work in AttorneyOS. Keep the old system read-only for lookups. Bill from AttorneyOS; receipts post here; the trust bank import matches itself.
Nobody has opened the old system in a fortnight. Export a final archive from it, keep the archive for the retention period, and cancel.
Bekommerd oor die maandeinde? Wys u boekhouer die bladsy vir boekhouers. Bekommerd oor die trustoudit? Sien hoe die trustgrootboek en die ouditpak werk.
No. It takes CSV exports, and the trust balances are captured from your trust report. That is deliberate: a reconciled cutover is safer than a database conversion nobody can audit.
No. Closed matters and old fee notes stay in the archive you export from the old system, and the retention rules apply to that archive as before. Open matters, current balances and live diary dates come across.
Clients, matters, unbilled time, your open fee notes and receipts against them, each as its own CSV, plus documents as a zip. Column names are matched on the header row, so headings like Invoice No. or Outstanding are understood without renaming anything. Every run shows what it will do to each row before writing, and can be undone. It is on every plan, including Solo.
On a reconciled month-end. The balance per client becomes an opening trust entry against the matter of that client, dated the cutover date, and the sum must equal the trust bank balance before you post anything else. Your auditor sees one reconciled cutover, not two half months.
Your bookkeeper or secretary can do the whole thing with the guide above; it is CSV files and opening entries. Firms on Firm / Enterprise get migration support included. Everyone can ask support from inside the workspace.
Your data exports from AttorneyOS as CSV at any time. There is no contract term beyond the month you have paid for.
Then you already have the client and matter lists, and the debtors and trust balances are whatever your spreadsheets and bank statements say on the cutover date. Tidy the columns to match the header rows on this page and import; most small firms are done in a weekend.
'n Firma op AttorneyOS kan 'n afskrif neem van alles wat dit ingesit het, wanneer dit wil, met 'n knoppie in Settings: kliënte, sake, tyd, fakture, betalings, die trustgrootboek en die dokumente, as 'n ZIP van CSV-lêers wat enige sigblad oopmaak. Geen versoek, geen kennisgewingtydperk, geen oproep met iemand nie. Dit is die moeite werd om te weet voordat u intrek, nie daarna nie.
Sien hoe die aankoop van AttorneyOS verskil van die aankoop van 'n gevestigde pakket, en wat die res van die werkruimte doen.
Gratis vir 7 dae, daarna R1 vir u eerste maand, geen verkoopsoproep nie. As AttorneyOS nie die oorskakeling verdien nie, word u data weer uitgevoer.
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