How the Data Migration Process Works
Migration Options
TimeSolv offers two types of migration:
- 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
- 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 data process is as follows:
- We will review your Tabs3/Timeslips conversion application. We will document the findings in a questionnaire.
- 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 until you decide to go live.
- If you are happy and satisfied with the data in the testing environment, you will send us a final data backup and within two business days, you will be ready to go live.
- The onboarding manager will get access to your TimeSolv account that you have subscribed to so that they can move the data into that account. You will get an email to confirm your data has been migrated.
- Please schedule a call with your onboarding manager to configure the system according to your needs, e.g. setting up Timekeepers, basic firm-level settings, invoice templates, etc.
The duration for the historical data process includes three weeks between the first and second call with your onboarding manager, and two business days after the decision to go live.
The snapshot conversions process is as follows:
- The first call with your onboarding manager will be to understand your migration needs, such as the type of data you wish to import.
- With snapshots, we go straight to live by skipping the testing environment as they involve a lot of configurations.
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 – $350 for 1 user, $125 per additional user.
- Snapshot for all 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
For historical data migration:
|
Client |
Client Name Client ID Client Status Responsible Timekeeper Active/Inactive Date Status |
|
Matter |
Matter Name Matter ID Matter Status Open Date/Close Date Matter Responsible and Originating Timekeeper |
|
Contact |
First Name Last Name Email Address Address (Line 1,2,3) Phone number Fax Number |
|
Time Entries |
Timekeeper Name Client Matter Hours Rate Description Billable Type |
|
Expense Entries |
Timekeeper Name Client Matter Rate Quantity Mark up Total Description Billable Type |
|
Invoices |
Complete Invoice |
|
Payments |
Payment Date Matter Allocation details Payment Reference Number Amount Available Balances |
|
Trust |
Matter Date Amount Reference Allocation details Available Balances |
|
Timekeepers |
First Name Last Name Email Address Initials LEDES Billing Information Rate |
For snapshot data migration:
|
Client |
Name Invoice Name Client ID LEDES Client ID Next Matter ID Status Type Currency for Invoice Billing Increment Override Billing Rate Open Date Inactive Date Taxable Status Apply Interest? Annual Interest Rate Grace Period Payment Term Type Payment Terms Description Additional Email Addresses Has Default Email? Invoice Output Format Print? Automail? Portal Access? Rate By Global Rate Client Category Client Sub-category Interest Type From Address Flexible Template Default Name Default Trust Receive All Portal Invoice Payments in… Time Tax Rate Tax Override Time Time Tax 2 Tax 2 Override Time Expense Tax Rate Tax Override Expense Expense Tax 2 Rate Tax 2 Override Expense Override Invoice Narratives? Cover Page Narrative Invoice Narrative Invoice Footer Text Invoice Email Text Statement Email Message Paid Invoice Email Message Payment Instructions |
|
Matter |
Client Name Matter Name Matter ID LEDES Matter ID Responsible Timekeeper Commission Percent Originating Timekeeper Originating Commission Percent Active? Billable? Rate By Rate Code Start Date Estimated End Date Inactive Date Purchase Purchase Order Number Task Code Sub-Task Code Expense Code Option Time Approval Enabled? Expense Approval Enabled? Plan Task Required? Plan Task Assignments Required? Billing Arrangement Matter Billing Event Fixed Fee Amount Budgeted Hours Prevent Hours Exceeding Budget? Budgeted Fees Prevent Fees Exceeding Budget? Budgeted Expense Prevent Expenses Exceeding Budget? Budgeted Invoice Amount Prevent Invoice Over Budget? Payment Terms Payment Terms Text Additional Email Addresses Default Email Report Output Format Default Print Default Automail Default Portal? Consolidated? Client Category Client Sub-category Opening Balance Hold Billing Billing Code Has Interest Calc Interest Rate Interest Type Grace Period Interest Start Date From Address Flexible Template Discount Percentage Apply Discount? Task Code Override Invoice Narratives? Cover Page Narrative Invoice Narrative Invoice Footer Text Invoice Email Message Statement Email Message Paid Invoice Email Message Payment Instructions |
|
Contact |
Title First Name Last Name Address Line 1 Address Line 2 Address Line 3 City State Abbreviation Province/Region Postal Code Country Code Office Cell Pager Fax Notes Client Name Matter Name Contact Type Has Portal Access? |
|
AR |
Client Name Matte Name Date Amount |
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.