Moving De Grandpré Chait from Maître to Elite 3E Cloud, with every client, matter and timekeeper record checked

We checked every converted client, matter and timekeeper record against Maître instead of a sample. Every difference was checked against the project's decision log before we reported it, so decisions already made were not raised again as defects.

Contacts were deduplicated under one rule: merge on evidence, hold on doubt.

• Every client, matter and timekeeper record checked; the client and matter sets matched the source exactly
• 3,361 billing rate exceptions reconciled row by row
• 18 timekeepers caught active in Maître but inactive in 3E, fixed before the first time load
• Contact merges only on a shared phone, email or address; 99.3% match on a 1,200-matter audit

The initial converted data built one wall per matter instead of one per wall: about 30,300 walls where the firm had 522. On one matter, 18 people had access where 9 should have. We found it in independent testing before go-live and recommended a rebuild rather than a patch.

• 522 walls (216 client, 45 group, 261 single-matter) and 4,381 user assignments loaded in July, signed off by the firm
• Final go-live package: 488 walls and 4,007 user assignments
• User IDs regenerated for the final environment; no current employee lost wall access

The first plan was for lawyers to retype the time they recorded after the cut-off. Instead, we extracted it from Maître and loaded it into 3E, then reconciled against what 3E actually held.

• 6,039 time entries across 110 timekeepers and 1,839 matters on the second load
• 45 entries that did not land on the first load found and recovered
• 254 entries already billed in Maître held back from the load