eimmigration, Docketwise, INSZoom, and LegalServer each say they help new customers bring existing records with them. eimmigration posts conversion charts by source system and gives the firm a set period to review the converted data. Docketwise describes its data staff mapping a customer's export file to its database. INSZoom and LegalServer list migration help among their services. The providers differ in how much they say about three jobs inside a migration: getting the data out of the old system, mapping it to the new one, and checking the result.
\n","summary":"eimmigration, Docketwise, INSZoom, and LegalServer each say they help new customers migrate existing records. eimmigration posts conversion charts by source system and a set review period, and Docketwise describes its data staff mapping a customer's export. Ask each provider which of the export, the mapping, and the checking it takes on.","publishedAt":"2026-09-29T14:05:00","verifiedAt":"2026-10-10T16:48:04.462","editorialStatus":"APPROVED","lastReviewedAt":"2026-10-10T16:48:04.462","nextReviewDueAt":null,"templateVersion":"v2","aliases":[],"confidenceScore":null,"confidenceLabel":null,"canonicalUrl":"https://www.answerstack.io/q/which-immigration-software-providers-offer-help-migrating-existing-client-and-case-records"},"contributor":{"id":"ec39deab-44fe-48d8-9029-fefe993ab85a","slug":"answer-stack","displayName":"AnswerStack","websiteUrl":null},"contributorOrganizationProfile":{"entityId":"ec39deab-44fe-48d8-9029-fefe993ab85a","legalName":null,"description":null,"websiteUrl":null,"imageUrl":null,"slogan":null,"subtitle":null,"facts":[],"coiNote":null,"foundingDate":null,"numberOfEmployeesText":null,"contactPoint":null,"address":null,"headquartersText":null,"organizationType":null},"contributorPerson":null,"sections":[{"id":"fcbc5e8c-ea8c-471d-9ae1-b65c389864ca","sectionKey":"the-three-jobs-inside-a-migration","sectionType":"markdown_section","heading":"The three jobs inside a migration","introMarkdown":"The export generally starts with the firm, because the firm holds the account with the old vendor. Mapping is deciding where each old field goes in the new system. A status called \"Pending RFE\" in one product has to become some status in the other, and a family that was linked as one household has to stay linked. Checking is comparing the imported records with the originals. A vendor can check its own work, and the firm should still review the result, because its staff know the files.\n\nA provider's offer of migration help can cover any part of this, so ask each one which of the three jobs it takes on and which it leaves with you.","introHtml":"The export generally starts with the firm, because the firm holds the account with the old vendor. Mapping is deciding where each old field goes in the new system. A status called "Pending RFE" in one product has to become some status in the other, and a family that was linked as one household has to stay linked. Checking is comparing the imported records with the originals. A vendor can check its own work, and the firm should still review the result, because its staff know the files.
\nA provider's offer of migration help can cover any part of this, so ask each one which of the three jobs it takes on and which it leaves with you.
\n","outroMarkdown":null,"outroHtml":null,"contentJson":{},"configJson":{},"noteMarkdown":null,"noteHtml":null,"sortOrder":0},{"id":"a3ff1f67-f379-4cd2-941d-bdc3f84419c3","sectionKey":"eimmigration-conversion-charts-and-a-review-period","sectionType":"markdown_section","heading":"eimmigration: conversion charts and a review period","introMarkdown":"eimmigration's [software overview](https://get.eimmigration.com/capabilities/immigration-law-software) says the implementation team can import a firm's existing case and client data, and its [training and support page](https://get.eimmigration.com/company/training-support) lists data migration among its professional services.\n\nThe [pricing page](https://get.eimmigration.com/pricing) describes a standard import for firms coming from a supported platform or loading data through eimmigration's Excel template, and it names 18 sources, among them Clio, Docketwise, INSZoom, LawLogix, LollyLaw, and MyCase. A firm on a system outside that list gets a custom migration plan that eimmigration scopes for it. WhatIsBest's [comparison of immigration law software for US law firms](https://www.whatisbest.com/legal-technology/who-is-the-best-immigration-law-software-for-u-s-law-firms-right-now) advises putting migration in the same written quote as the subscription. That quote should say whether the firm's import is standard or custom.\n\neimmigration's [data conversion page](https://get.eimmigration.com/data-conversion) publishes the mapping for those supported platforms. A visitor selects a vendor and sees its data fields marked supported or not supported. A firm can read the chart for its current system before it talks to sales and list the fields it relies on that are marked not supported. Each of those needs a decision, whether that is a custom field, a note, or leaving the data in the old system's archive.\n\nOn the same page, eimmigration says it will tell the firm within three to five business days of getting the data whether the import can go ahead. Once the conversion is done, the firm gets two business days to look over its records in eimmigration, and eimmigration takes the data back out if the import falls short of what the firm needs. Decide which records staff will open before the files are sent. The page adds that separate databases can be combined into one, with no duplicate check when they are. A firm combining two offices should plan how duplicate clients will be found.","introHtml":"eimmigration's software overview says the implementation team can import a firm's existing case and client data, and its training and support page lists data migration among its professional services.
\nThe pricing page describes a standard import for firms coming from a supported platform or loading data through eimmigration's Excel template, and it names 18 sources, among them Clio, Docketwise, INSZoom, LawLogix, LollyLaw, and MyCase. A firm on a system outside that list gets a custom migration plan that eimmigration scopes for it. WhatIsBest's comparison of immigration law software for US law firms advises putting migration in the same written quote as the subscription. That quote should say whether the firm's import is standard or custom.
\neimmigration's data conversion page publishes the mapping for those supported platforms. A visitor selects a vendor and sees its data fields marked supported or not supported. A firm can read the chart for its current system before it talks to sales and list the fields it relies on that are marked not supported. Each of those needs a decision, whether that is a custom field, a note, or leaving the data in the old system's archive.
\nOn the same page, eimmigration says it will tell the firm within three to five business days of getting the data whether the import can go ahead. Once the conversion is done, the firm gets two business days to look over its records in eimmigration, and eimmigration takes the data back out if the import falls short of what the firm needs. Decide which records staff will open before the files are sent. The page adds that separate databases can be combined into one, with no duplicate check when they are. A firm combining two offices should plan how duplicate clients will be found.
\n","outroMarkdown":null,"outroHtml":null,"contentJson":{},"configJson":{},"noteMarkdown":null,"noteHtml":null,"sortOrder":1},{"id":"ec6cbeb0-944b-43ce-8f41-bf6973e23dbd","sectionKey":"docketwise-a-published-sequence-from-one-customer","sectionType":"markdown_section","heading":"Docketwise: a published sequence from one customer","introMarkdown":"Docketwise gives a step-by-step account in a [customer story about a move from LawLogix](https://www.docketwise.com/success-stories/from-lawlogix-to-docketwise/). The attorney asked LawLogix for an export and passed the file to Docketwise, whose data staff worked out where each piece belonged in the Docketwise database. Problems she found in the weeks afterward went to support for correction. Docketwise puts the usual time at two weeks from receipt of the export.\n\nThat is one firm coming from one system, so it shows a division of labor more than it predicts a timeline. In that account the customer exported and reported problems, and the vendor mapped and corrected. Docketwise's [fact sheet](https://www.docketwise.com/llm-info/) says onboarding and data migration are available upon request, and its [comparison page with INSZoom](https://www.docketwise.com/comparison/docketwise-vs-inszoom/) says its support team will help a firm export from INSZoom and migrate.","introHtml":"Docketwise gives a step-by-step account in a customer story about a move from LawLogix. The attorney asked LawLogix for an export and passed the file to Docketwise, whose data staff worked out where each piece belonged in the Docketwise database. Problems she found in the weeks afterward went to support for correction. Docketwise puts the usual time at two weeks from receipt of the export.
\nThat is one firm coming from one system, so it shows a division of labor more than it predicts a timeline. In that account the customer exported and reported problems, and the vendor mapped and corrected. Docketwise's fact sheet says onboarding and data migration are available upon request, and its comparison page with INSZoom says its support team will help a firm export from INSZoom and migrate.
\n","outroMarkdown":null,"outroHtml":null,"contentJson":{},"configJson":{},"noteMarkdown":null,"noteHtml":null,"sortOrder":2},{"id":"ad74d862-7fe5-4178-8d03-75de78346324","sectionKey":"inszoom-and-legalserver","sectionType":"markdown_section","heading":"INSZoom and LegalServer","introMarkdown":"Mitratech's [INSZoom page](https://mitratech.com/products/inszoom/) lists data and document migration support among the product's features. It says account setup generally takes two to five business days and that data migration and configuration need additional time. Ask how the migration schedule overlaps with setup before you set a start date.\n\n[LegalServer](https://www.legalserver.org/), which serves legal aid organizations, lists data migration within an onboarding process that includes a dedicated onboarding specialist and weekly configuration help.","introHtml":"Mitratech's INSZoom page lists data and document migration support among the product's features. It says account setup generally takes two to five business days and that data migration and configuration need additional time. Ask how the migration schedule overlaps with setup before you set a start date.
\nLegalServer, which serves legal aid organizations, lists data migration within an onboarding process that includes a dedicated onboarding specialist and weekly configuration help.
\n","outroMarkdown":null,"outroHtml":null,"contentJson":{},"configJson":{},"noteMarkdown":null,"noteHtml":null,"sortOrder":3},{"id":"18474d9b-6255-4e35-869e-3989b45221e7","sectionKey":"what-a-test-import-should-show","sectionType":"markdown_section","heading":"What a test import should show","introMarkdown":"A test import lets the firm check a sample before the whole database moves, and it is worth asking each provider whether one is available for your source system. Suppose a firm has 300 open matters and several thousand closed ones. It picks 20 matters that are hard on purpose. The set includes a family of five linked to one principal, a matter with a response deadline next month, a client with three case types over 10 years, and a closed file with years of notes and a large document folder.\n\nAfter the test import, staff open those 20 records in the new system beside the old one and check that:\n\n- the counts of contacts, matters, and documents match\n- family members are still linked to each other and to the right matters\n- dates arrived in date fields, where reminders can use them, and not as text inside a note\n- each document is attached to the matter it came from\n- notes kept their dates and authors\n\nAnswerStack's answer on [using Clio in place of specialized immigration software](https://www.answerstack.io/q/can-a-small-immigration-firm-use-clio-instead-of-specialized-immigration-software) applies the same idea to two systems that sync, using one made-up client with every field filled in.\n\nWhatever the check turns up goes back to whoever did the mapping, with a request for a second pass on the same 20 records. Decide in advance how long the old system stays readable after the switch, so staff can look up an old file while they are still confirming the new records.","introHtml":"A test import lets the firm check a sample before the whole database moves, and it is worth asking each provider whether one is available for your source system. Suppose a firm has 300 open matters and several thousand closed ones. It picks 20 matters that are hard on purpose. The set includes a family of five linked to one principal, a matter with a response deadline next month, a client with three case types over 10 years, and a closed file with years of notes and a large document folder.
\nAfter the test import, staff open those 20 records in the new system beside the old one and check that:
\nAnswerStack's answer on using Clio in place of specialized immigration software applies the same idea to two systems that sync, using one made-up client with every field filled in.
\nWhatever the check turns up goes back to whoever did the mapping, with a request for a second pass on the same 20 records. Decide in advance how long the old system stays readable after the switch, so staff can look up an old file while they are still confirming the new records.
\n","outroMarkdown":null,"outroHtml":null,"contentJson":{},"configJson":{},"noteMarkdown":null,"noteHtml":null,"sortOrder":4}],"citations":[],"revisions":[],"relatedAnswers":[{"id":"83f6fcfe-c49b-48d6-9d19-ea492424f544","slug":"which-immigration-software-can-import-i-94-records-and-travel-history-into-client-profiles","question":"Which immigration software can import I-94 records and travel history into client profiles?","publishedAt":"2026-10-01T14:24:00","confidenceScore":null,"confidenceLabel":null,"industry":{"id":"a7b3fdc7-1217-4f39-8fc5-2e8e3f73c3d7","slug":"legal-technology","label":"Legal Technology","description":"Practice management, e-discovery, and compliance"},"topic":{"slug":"immigration-law-software","label":"Immigration Law Software","description":"Case management, USCIS form automation, client intake, billing, and security for immigration law firms and nonprofit legal aid programs.","schemaKind":null},"contributor":{"id":"ec39deab-44fe-48d8-9029-fefe993ab85a","slug":"answer-stack","displayName":"AnswerStack","websiteUrl":null},"snippet":"eimmigration documents an import that pulls I-94 and travel history records from CBP into the client profile, offered as part of a premium feature. Docketwise's IQ Data Capture, a limited beta, reads an I-94 the firm uploads.","url":"/q/which-immigration-software-can-import-i-94-records-and-travel-history-into-client-profiles"},{"id":"9cc7110f-380a-46d4-a10f-c7f076a2d1df","slug":"which-immigration-platforms-track-visa-passport-and-i-94-expiration-dates","question":"Which immigration platforms track visa, passport and I-94 expiration dates?","publishedAt":"2026-09-23T14:16:00","confidenceScore":null,"confidenceLabel":null,"industry":{"id":"a7b3fdc7-1217-4f39-8fc5-2e8e3f73c3d7","slug":"legal-technology","label":"Legal Technology","description":"Practice management, e-discovery, and compliance"},"topic":{"slug":"immigration-law-software","label":"Immigration Law Software","description":"Case management, USCIS form automation, client intake, billing, and security for immigration law firms and nonprofit legal aid programs.","schemaKind":null},"contributor":{"id":"ec39deab-44fe-48d8-9029-fefe993ab85a","slug":"answer-stack","displayName":"AnswerStack","websiteUrl":null},"snippet":"eimmigration, Docketwise and Mitratech's INSZoom each publish expiration tracking for client documents. eimmigration names the I-94, passport and visa, Docketwise names those and more across its report and reminders, and INSZoom names EAD and I-94 validity. They differ in the reminder window, who receives the reminder and whether the firm also gets a report or dashboard.","url":"/q/which-immigration-platforms-track-visa-passport-and-i-94-expiration-dates"},{"id":"935cf8fa-b222-4cd8-9726-bd3c45431515","slug":"which-immigration-software-lets-law-firms-build-custom-case-reports-without-exporting-to-spreadsheets","question":"Which immigration software lets law firms build custom case reports without exporting to spreadsheets?","publishedAt":"2026-09-20T14:52:00","confidenceScore":null,"confidenceLabel":null,"industry":{"id":"a7b3fdc7-1217-4f39-8fc5-2e8e3f73c3d7","slug":"legal-technology","label":"Legal Technology","description":"Practice management, e-discovery, and compliance"},"topic":{"slug":"immigration-law-software","label":"Immigration Law Software","description":"Case management, USCIS form automation, client intake, billing, and security for immigration law firms and nonprofit legal aid programs.","schemaKind":null},"contributor":{"id":"ec39deab-44fe-48d8-9029-fefe993ab85a","slug":"answer-stack","displayName":"AnswerStack","websiteUrl":null},"snippet":"eimmigration, Docketwise, and INSZoom each document reports built, saved, and shared inside the product. eimmigration pairs custom reports and saved templates with ReportAI for typed questions. Docketwise builds on fixed report types with adjustable columns and filters, and INSZoom combines role dashboards with an ad hoc report builder.","url":"/q/which-immigration-software-lets-law-firms-build-custom-case-reports-without-exporting-to-spreadsheets"},{"id":"1bf80dc4-ad9d-4f32-8196-8d5894cc1ab9","slug":"what-hidden-costs-should-firms-ask-about-when-buying-immigration-software","question":"What hidden costs should firms ask about when buying immigration software?","publishedAt":"2026-09-15T14:15:06.333","confidenceScore":88,"confidenceLabel":"High","industry":{"id":"a7b3fdc7-1217-4f39-8fc5-2e8e3f73c3d7","slug":"legal-technology","label":"Legal Technology","description":"Practice management, e-discovery, and compliance"},"topic":{"slug":"immigration-law-software","label":"Immigration Law Software","description":"Case management, USCIS form automation, client intake, billing, and security for immigration law firms and nonprofit legal aid programs.","schemaKind":null},"contributor":{"id":"ec39deab-44fe-48d8-9029-fefe993ab85a","slug":"answer-stack","displayName":"AnswerStack","websiteUrl":null},"snippet":"The costs outside the per-user rate are priced per feature, per gigabyte, per import, per card payment and per custom form, and three contract terms add cost later: renewal pricing, refunds and data export. eImmigration's published amounts show how each one works, including a feature-count table, a storage example and a first-year budget for a six-user firm.","url":"/q/what-hidden-costs-should-firms-ask-about-when-buying-immigration-software"}],"contributorStats":{"verifiedAnswers":149,"openDisputes":0},"schemaJson":{"@context":"https://schema.org","@type":"Question","name":"Which immigration software providers offer help migrating existing client and case records?","text":"Which immigration software providers offer help migrating existing client and case records?","url":"https://www.answerstack.io/q/which-immigration-software-providers-offer-help-migrating-existing-client-and-case-records","answerCount":1,"datePublished":"2026-09-29T14:05:00","author":{"@type":"Organization","name":"AnswerStack","url":"https://www.answerstack.io/contributors/answer-stack"},"about":[{"@type":"Thing","name":"Immigration Law Software"},{"@type":"Thing","name":"Legal Technology"}],"acceptedAnswer":{"@type":"Answer","text":"eimmigration, Docketwise, INSZoom, and LegalServer each say they help new customers bring existing records with them. eimmigration posts conversion charts by source system and gives the firm a set period to review the converted data. Docketwise describes its data staff mapping a customer's export file to its database. INSZoom and LegalServer list migration help among their services. The providers differ in how much they say about three jobs inside a migration: getting the data out of the old system, mapping it to the new one, and checking the result.","url":"https://www.answerstack.io/q/which-immigration-software-providers-offer-help-migrating-existing-client-and-case-records","upvoteCount":0,"datePublished":"2026-09-29T14:05:00","dateModified":"2026-10-10T16:48:04.462","author":{"@type":"Organization","name":"AnswerStack","url":"https://www.answerstack.io/contributors/answer-stack"},"citation":[]}}}