Importing existing clients
Bringing a book of business across.
Export clients from the prior system as CSV, keep only the fields needed for migration, and review the file for duplicates and sensitive data before upload. Use a small test batch first and confirm names, email addresses, matter ownership, and state values.
An imported contact is not a completed estate-planning intake. After import, invite the client to verify identity and complete the interactive questionnaire, or have authorized firm staff enter the facts from the source file and record the source.
Keep the original export until totals and spot checks match, then store or destroy it under the firm's retention and security policy.