Migration
Free migration support
How migration works when you switch to Estate Link, including spreadsheet and CSV import help.
What is included
Migration support is included at no extra cost when you switch to Estate Link. We help you move contacts, matters, and related practice data into the platform.
How imports work
Many firms bring data over with spreadsheet or CSV imports, similar to how you would seed a CRM. Firms coming from Practice Panther also have a direct connection path. On a demo we review your current tools and map the cleanest import path.
If you are evaluating a switch from Practice Panther specifically, start with the dedicated page: /switch-from-practice-panther.
What to prepare
Bring a short list of current tools (case, CRM, tasks, drafting, accounting, files) and sample exports when you have them. That makes the migration conversation concrete.
If you ever leave
The same idea applies in reverse. A firm administrator can export a ZIP of CSV records from Settings anytime. See Export your firm data. You are not locked in.