Switching casework platforms without a cliff edge

Offices do not fail a switch because the new product is worse. They fail because Friday’s postbag still arrived in the old system, and Monday’s staff could not find last month’s cases.

We treat migration as part of the product. Cases, constituents, tags, folders and attachments are mapped across. The two systems run together until the office signs off. We do not charge for a standard platform migration.

If you are an office manager planning a move, start with the postbag and the case list — not the website. Once those two are trustworthy, campaigns and the public site can follow on the same constituent record.