Moving your firm to Cortege
Check a sample of your records in Cortege before arranging the full move.
What to bring to the first call
Tell us which system you use, how many locations you run and when you hope to move. We will arrange a private way to share sample records.
Review what you have
Tell us which system you use and which records you want to move. We review an export together and explain what can be brought across.
Check a sample together
You check a sample of imported cases, contacts, statements and payments against your existing records. We investigate any differences with you before continuing.
Prepare the team
Decide who needs access at each location. We walk through the setup with your staff and agree the training they need.
Agree the move
Once you have checked the records and your team is ready, we agree a start date and complete the import with you.
A guide to moving your records
Plan the move around your firm
The records available from your current system determine the work involved. We agree the timing and costs after reviewing them with you.