Upgrading your law firm's core business management software is a significant undertaking. While the promise of new features, enhanced security, and streamlined workflows is exciting, a successful ProLaw® upgrade requires careful planning and a strategic approach.
The Server Question: To Buy or Not to Buy?
Assess your current server for processor speed, RAM, and disk space compatibility with the new ProLaw® version. Consider your firm's growth trajectory. An upgrade is also the perfect time to evaluate a move to the cloud.
The Foundation: SQL and Microsoft Server
The latest ProLaw® versions have specific compatibility requirements for SQL Server and Windows Server. You may need to upgrade your SQL and Windows servers before installing the new ProLaw® version. Account for new licensing costs.
Testing, Testing, Testing
Create a dedicated test environment that mirrors your live ProLaw® setup. Key users from each department should test critical functions including time and cost entry, billing and accounting processes, document management, conflict checking, docketing and calendaring, and all integrations.
The Report Challenge: Version 11 and Beyond
If your firm is on ProLaw® 2017.1 or a prior version, you're likely running custom reports created with the older Version 11 reports engine. These reports will be broken after the upgrade. Take inventory of every Version 11 report, then prioritize and recreate them using SSRS. Contact NextPro for expert help recreating complex reports.
Integrations: The Unsung Heroes
Verify compatibility and plan for the upgrade or re-configuration of:
- Pro Filing (Outlook, Word, Excel, and Adobe Integration)
- Groupware Agent (Docketing integration with Outlook)
- ProLaw® Mobile
- ProLaw® Workspace
- ProLaw® Paperless Proforma
- ProLaw® 1099 Generator
- Data Portal
- Matters View
Contact us at NextPro to get your upgrade started. We'll be here to help you every step of the way.