Getting a data backup from your previous software provider can be a daunting process. To help ease the burden on you, we have researched and compiled some instructions on how to retrieve these backups by the software provider. This is not a comprehensive list but we attempt to keep it up to date, so if you have new information about one of the following providers or information on a provider we don't have listed here, please add to the comments below and we will be sure to add it to the article.
Note - this should not be used as an authoritative guide on pulling backups, and the software from which you are trying to pull the backup is the ultimate source of information on these matters. Additionally, the information included here comes from our experience and is prone to change, but we attempt to include links to the software's support site when possible.
Table of Contents
- You can follow these instructions to create a full backup of your database. https://support.clio.com/hc/en-us/articles/203129644-Exporting-your-Information-from-Clio
- You can follow these instructions to create a full backup of your database. https://help.mycase.com/s/article/How-do-I-get-my-data-out-of-MyCase
- If you use the “cloud” version of Trialworks, then you will have to contact Trialworks to create a backup for you. You will have to mail a hard drive to Trialworks for them to load the backup on and then send it to our Provo office. We will load it on our database here.
- If you have it on your server then you will be able to pull a backup directly. Here is an article that explains how. http://wiki.trialworks.com/index.php?title=TrialWorks_Data_Protection_and_Backup
- Amicus Cloud
- Amicus Cloud support will provide what they called an "SQL backpack" backup of all of your data on Monday. They create the backup on Sunday and are able to send refreshed data on Monday. You will need to email firstname.lastname@example.org to request that backup. This backup will contain all of your data except the email exchanges. The email requesting the backup must come from someone Amicus recognizes as the owner or admin on the account or else they won't send it.
- If it is on your server then you can generate your own backup following these instructions. https://amicusattorney.com/wp-content/uploads/2015/05/Backup.pdf
- Here is an article on how to create a backup. https://kb.abacusprivatecloud.com/articles/223-How-to-Backup-and-Restore
- You can pull a backup from your server.
- This link is for getting a backup of Prevail 4. http://www.prevail.net/sites/default/files/backing-up-prevail-data-v4_3.pdf
- This link is for getting a backup of Prevail 7. http://www.prevail.net/sites/default/files/backing-up-prevail-data-v7.pdf
- Sometimes the quickest and easiest option to get your data is via spreadsheets. This can often be done through some type of reporting or export functions in your previous. We can migrate spreadsheets in .xlsx or .csv formats.
- Make sure that your spreadsheets are formatted in a usable manner with the data segmented into separate columns. It also helps speed up the process of migration if you can include unique identifiers with the data such as contact id or matter id. This will make it easier to connect the data while importing. See the example below of correctly formatted data.