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Importing and Migrating Data to LeanLaw

How to import and migrate data into LeanLaw — including the assisted migration process, self-service bulk imports (clients, matters, time entries, expenses), and guides for migrating from specific platforms.

LeanLaw offers two paths for bringing data in: an assisted data migration handled by LeanLaw's engineering team, and self-service import tools for specific data types. This article covers both.

 

Option A: Assisted Data Migration (LeanLaw Engineering)

For firms migrating from another billing platform, LeanLaw's team can handle the data migration:

  1. Initial consultation: LeanLaw schedules a call or email exchange to understand your firm's data and establish a migration timeline.
  2. Data export: Your Onboarding specialist can help provide resources to export your data from your previous program.
  3. Data formatting: With the provided template(s), your onboarding specialist can help provide guidance to get your data clean and ready for importing.
  4. Data upload: LeanLaw's onboarding team will import your data. During the upload window, LeanLaw is still accessible, but the import itself may take a few days.
  5. Go-live: LeanLaw notifies you when the migration is complete and your data is ready.

📋 Migration fee: A fee applies for assisted data migration outside of our Onboarding Add-on when a firm signs up for LeanLaw. Contact LeanLaw at support@myleanlaw.com for current pricing and to initiate the process.

 

💡 Migration best practice: Decide on a clean cutover date — close billing in your old system, generate final AR reports, and set those closing balances as opening balances in LeanLaw. Focus on migrating current active matters (typically 20–40 for most firms) rather than your full historical database.

 

Option B: Self-Service Imports

LeanLaw supports several self-service import tools for specific data types:

 

Importing Clients & Matters from QuickBooks Online

If your clients already exist as customers in QuickBooks Online, import them directly without re-entering data. See: Importing Clients & Matters from QuickBooks Online

 

Expense Import (Early Access)

LeanLaw's Expense Import tool allows bulk import of expenses from a CSV file:

  1. Go to the Expenses tab in LeanLaw.
  2. Find the Import option (or navigate to the Expense Import page).
  3. Download the import template CSV and populate it with your expense data.
  4. Upload the completed CSV.
  5. Review the import preview and push to LeanLaw.

⚠️ Early access feature: The Expense Import tool is in early access. Known limitations include: QuickBooks Online Bill expenses for client-billed clients may lose matter assignment on import; expenses without required LEDES codes will fail LEDES file generation. Review the full known issues list in the Expense Import article before using at scale.

 

Platform-Specific Migration Guides

LeanLaw has documented migration guidance for firms coming from specific platforms:

Platform

Guidance Available

Clio

Export guide available — clients, matters, time entries. Contact LeanLaw for assistance.

Time Slips

Export guide available via Tabs3/Time Slips reporting engine. CSV import into LeanLaw.

Tabs3

Export guide available — client data exported as .txt file, sent to LeanLaw for import.

Other

Contact LeanLaw Support to discuss migration options for platforms not listed.

 

📋 Self-service vs. assisted: Platform-specific migration guides help you export data yourself. Whether that exported data is imported by you or by LeanLaw's engineering team depends on the data type and volume. Contact LeanLaw Support to discuss the best approach for your firm.