Law firm billing software can be a unique beast, especially when changing providers. Although these systems often contain the same data — including client information, attorney timekeeper statistics and task codes — they usually categorize it differently based on a developer’s coding approaches and peculiarities. Naturally, firms must ensure their old and new billing systems “speak the same language” to avoid any loss or corruption of data.
It’s an issue that our client, a U.S. boutique known for its class action, antitrust and securities litigation practices, faced when it tried moving off its longtime billing system to Elite 3E. The firm turned to Helm360, which Elite recently named as one of its two first Premier Delivery partners, to simplify its software transition.
Not only did our experienced team successfully pilot the firm’s move to 3E, but we were on budget and met the client’s expectation benchmarks. We also finished the project on an aggressive timeline established by the client, completing the initial transfer in three weeks through a “dirty conversion” when similar projects would have taken six weeks or more. Our phased, collaborative approach allowed us to address the client’s questions and troubleshoot transfer issues on staging test servers without disrupting the firm’s billing workflow.
The firm’s assistant controller said: “Migrating accounting systems within the firm has been a smooth and seamless process working with Helm360. Their team is professional, courteous, and highly experienced. They are with you every step of the way and promptly answer any questions we have. We are well within pace and within budget to meet our aggressive new system conversion and implementation timelines. We are in great hands with Helm360 and highly recommend them for all migration services. Thank you, Helm360, for the amazing partnership!”
