We occasionally get a call from a client that it’s time for a member (or members) of a law firm to move on, however, someone has to get custody of the database – or “who gets my clients”?”
This is not an impossible task. It does, however, involve some planning. Depending on what software you are using and what information you will ultimately need we can assist with reports and exporting of data.
Some considerations to keep in mind:
1) Core data is generally easier to extract and most products have a method to do so. Examples include client/matter addresses, names, communication information, practice areas, even custom information.
2) Historical data can be limited, and in some cases unneeded or unwanted. Oftentimes a starting balance is all you need to move forward.
3) Separating data can be difficult unless you have some selection criteria – is it a particular date range, responsible attorney, custom field? Identification of this is key