We've completed full migrations for Ontario paralegal practices leaving desktop software and general-purpose legal clouds. Your clients, matters, documents and ledgers come with you — handled by our team, at no extra cost.
Every platform exports data differently. Here's what moves across from each one.
The most common migration we run. Matterly replaces HTA Pro with cloud-based Highway Traffic Act case management — same workflows, no server to maintain.
Built for lawyers, priced for firms. Paralegals move to Matterly for Ontario-specific forms, HTA and LTB workflows, and CAD pricing without per-feature add-ons.
We import your PracticePanther export and rebuild it inside Matterly with Ontario paralegal templates, LSO-compliant trust ledgers, and tribunal-ready forms.
Trust accounting is the hard part of leaving CosmoLex. We migrate your trust and general ledgers into Matterly with balances intact and a full audit trail.
We review your current system, data volume, and practice areas, then confirm exactly what moves across.
Our team pulls your export, maps every field to Matterly, and runs a test import you can review before go-live.
We cut over outside business hours. Your old system stays readable until you've signed off on the new one.
Team training, template setup, and a dedicated contact for the first 30 days after your migration.
We regularly migrate Ontario paralegal practices from HTA Pro, Clio, PracticePanther and CosmoLex. If you're on another system, or on spreadsheets and local folders, we can almost always work from a standard export.
No. We migrate clients, matters, case history, documents, calendar entries, invoices and trust ledger balances. You review a test import before anything goes live.
Most migrations complete within one business day once we have your export. Larger practices with heavy document libraries may take two to three days, all handled outside your working hours.
No. Migration and onboarding are included with your Matterly subscription, and you still get the full 30-day free trial to confirm everything looks right.
Yes. Trust and general ledger balances transfer with their transaction history so your records stay complete and LSO-compliant after the switch.
Tell us what you're on today and we'll map out your migration — free, with a 30-day trial to confirm the fit.