Client + Matter Data
Names, contacts, matter information and other core records.
Switching
Moving from PCLaw, esiLaw or another legacy system?
You do not have to start over. We can review your existing data, outline what can be converted and help your team move into Brief Accounting with less disruption.
What can move
Bring forward the information your firm still needs.
Every conversion is reviewed individually, but typical migrations can include the core operational and accounting data needed to continue working.
Work in Progress
Unbilled time and disbursements that need to remain billable.
A/R + Accounting
Aged receivables, chart of accounts, trial balance and bank-related setup.
A manageable transition
We review first. Then we plan the move.
A conversion should not be a leap of faith. Before committing, we can look at your current system and explain what the transition would involve.
Review your current data
We look at the system you use today and the information you want to preserve.
Define the conversion
We identify what can be imported and what your firm will need to prepare.
Set up Brief Accounting
Firm, staff and accounting settings are configured for your workflow.
Convert, verify and train
Your converted data is reviewed and your staff is shown how to work in the new system.
Why firms consider us
A focused alternative to bigger legal platforms.
Brief Accounting is designed specifically around billing and accounting rather than trying to replace every system in your firm. For firms that want to keep those functions straightforward, that can be a better fit.
- Runs on macOS, Windows or a mix of both
- Integrated billing, trust and office accounting
- Personal implementation and support
- Data conversion experience with PCLaw and many other systems
The goal
Change software without changing how your whole firm operates.
Keep the focus on the accounting transition, preserve the data you need and get your staff comfortable with the new workflow.
Thinking about leaving PCLaw or esiLaw?
Start with a conversation about your data.
We can review your current environment and explain what a move could look like.