Meridian to Insight Legal Data Migration

If you are currently using the Meridian Legal Accounts and Practice Management System, you can rest assured that we can provide a comprehensive data migration to the Insight Legal System.

We have performed a number of highly successful data conversions from the Meridian system and would be happy to put you in touch with a number of our users who previously used Meridian.

Conversion Process

The conversion process will include a trial run so you can be sure of what can be converted and how it will look in the Insight Legal System.

Once you are happy with the conversion and any adjustments that are required to things like departments and matter type codes have been agreed, we can arrange a time for the live conversion to take place. The Live conversion will typically take three days to complete. As part of the live conversion we will check all balances against a variety of reports produced in Meridian prior to the data being backed up and delivered to us here.

During the live conversion, you can continue to use the Meridian system if you so choose. If you choose to do this, then you will need to redo any transactions that have been posted or clients and matters that have been created in Insight Legal when you have the live system installed.  During the conversion we can train you and your staff on how to use Insight legal. The training can take place using your trial run data so you will know exactly how this will be once your data has been fully converted from Meridian.

A conversion from Meridian will include all of the following data;

  • Clients
  • Matters
  • Departments
  • Matter Types
  • Introducer Codes
  • Banks
  • Fee Earners
  • Accounting Periods
  • VAT Rates
  • Client/Matter Ledgers
  • Time Recording Activities
  • Time Recording Entries
  • Charge Rates
  • Nominal Ledgers
  • Nominal Ledger Transactions
  • VAT Opening Balance
  • Bank Transactions

When you’re dealing with the experts, it doesn’t have to be expensive and it doesn’t need to be a hassle.