Perfect Books to Insight Legal Data Migration

If you are currently using Perfect Books, you can rest assured that we can provide a comprehensive data migration to the Insight Legal System.

Perfect Software has produced the Perfect Books Legal Accounts system since the 1990s. It has been very much targeted at small firms and uses the ever popular Microsoft Access Database to store data.

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

Conversion Process

As with most data conversions, we will run a trial run of the migration prior to the live conversion.

If you are running the Perfect Books software on your local machine or network, you can simply send us a copy of the database and we will take care of the data conversion. If you are running the hosted version then Perfect Books will be able to send you a copy of your database which you can then forward on to us here.

Along with the backup of your database, we will also require copies of your TB and a Matter List. This allows us to double check the balances are all correct on your newly migrated data.

The live conversion will usually take around three days to complete. This period is the perfect time for you and your staff to be trained on the Insight Legal software so you are ready to go from the moment it is live.

A conversion from Perfect Books will include at least all of the following data;

  • Clients
  • Matters
  • Matter Types
  • Introducer Codes
  • Banks
  • Fee Earners
  • Accounting Periods
  • VAT Rates
  • Client/Matter Ledgers
  • Time Recording
  • Nominal Ledgers
  • Nominal Ledger Transactions
  • VAT Entries
  • 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.