Moderate Complexity

Migrate from Litify to Actionstep

No commitment · No sales pitch · Just honest advice

Migration Challenges

Every migration has its hurdles. Here's what to expect and how we address each one.

Migrating between case management and

Migrating between case management and practice management requires workflow redesign. Our team has developed proven procedures to address this specific challenge during Litify to Actionstep migrations.

Mapping Litify data structures to Actionstep

Mapping Litify data structures to Actionstep field conventions. Our team has developed proven procedures to address this specific challenge during Litify to Actionstep migrations.

Verifying data integrity after migration

Verifying data integrity after migration from Litify. Our team has developed proven procedures to address this specific challenge during Litify to Actionstep migrations.

Workflow Redesign Required

Litify and Actionstep approach case management and practice management differently. Your existing workflows will need to be mapped to Actionstep's structure, which takes careful planning.

What Gets Migrated

Every record from Litify accounted for and mapped to its equivalent in Actionstep.

Fully CompatibleRequires MappingNot in Target

Core Data

Litify MattersActionstep Matters

Custom fields and practice area classifications reviewed individually

Requires Mapping

Litify DocumentsActionstep Documents

File versions and metadata migrated; folder structure may be reorganized

Requires Mapping

Litify ContactsActionstep Contacts

Deduplication recommended before migration

Requires Mapping

Financial

Litify Billing RecordsActionstep Bills

Billing history from Litify mapped to Actionstep invoice format

Requires Mapping

Litify Time EntriesActionstep Time Entries

Billing rate associations preserved; verify against invoiced amounts

Requires Mapping

Litify Trust AccountsActionstep Trust Accounts

Requires trust account reconciliation and bar compliance verification

Requires Mapping

Our migration specialists handle all data mapping and transformations to ensure accurate transfer.

Frequently Asked Questions

A typical Litify to Actionstep migration takes 4-8 weeks, depending on the volume of data and complexity of your setup. We'll give you a realistic timeline during your free consultation.

We have proven extraction methods for Litify data. Our team will ensure your contacts, matters, billing records, documents, and other critical data make it to Actionstep intact.

The biggest differences are usually in workflow approach, feature depth, and pricing model. We'll help you understand what changes to expect and how to adapt your processes.

Costs depend on data volume, user count, and migration complexity. We provide transparent pricing after an initial assessment — typically ranging from $3,000-10,000 for this type of migration.

Data integrity is our top priority. We perform full backups before migration, run validation checks throughout the process, and provide a detailed audit report. No data is deleted from Litify until you've verified everything in Actionstep.

Related Migrations

Other migrations from Litify

Other migrations to Actionstep

Ready to migrate from Litify to Actionstep?

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