Independent validation for law firms converting to Elite 3E: every client, matter and timekeeper record checked against the source system, ethical walls converted correctly, and the time lawyers record during cutover carried over without asking them to retype it.
A conversion can load cleanly and still be wrong. For a law firm, a wrong record means a lawyer who can't post time, a matter billed twice, or a confidential file visible to the wrong people.
A sample check can pass while a handful of records break on day one: a timekeeper who can't post time, a matter that didn't carry its settings.
Walls control who can see which matters. Converted wrong, they either expose a confidential file or lock out the lawyers working on it.
Lawyers keep working between the data cut-off and go-live. That time has to reach 3E without being lost, retyped, or billed twice.
Deduplication cleans up the contact list, but a wrong merge silently fuses two real parties into one.
We check every converted client, matter and timekeeper record against the source system, not a sample. Every difference is checked against the project's decision log before we report it, so decisions you've already made don't come back as defects.
We test walls independently before go-live, trace problems to their root cause, and rebuild from the source when a patch won't do.
Merge on evidence, hold on doubt: records merge only when they share a phone number, email or address. Uncertain matches stay apart.
We extract time recorded after the cut-off from the old system and load it into 3E, reconcile what landed, and hold back entries already billed.
iManage workspaces that follow new 3E matter numbers, matter syncs built on the 3E OData API and Power Automate, and 3E Change Stream subscriptions for downstream reporting.
Also included: 3E setup at go-live and training guides and videos in English and French.
The same approach from the first conversion through go-live.
Full population, with every difference checked against your decision log.
A dress rehearsal that is allowed to fail, so problems surface before the real weekend.
Load, reconcile against what 3E actually holds, and fix what didn't land.
A Montreal law firm's move to Elite 3E Cloud. Firm-wide go-live on 21 September 2026.
of client and matter records checked against the source
ethical walls rebuilt from the source and signed off before go-live
iManage workspaces created in error on switch weekend
Tell us where you are in the conversion and we'll tell you where we'd start.