Practical planning considerations for this type of project. The scope and checks depend on the firm, its information and the systems involved.
Make the document requirements explicit
Identify where documents and email are held, how they relate to matters and which people should be able to access them. Include retention requirements, search, version control and existing system connections in the evaluation.
Test the filing and permission model
Use representative matters to test document and email filing, search and access controls. Check connections with the practice management and productivity systems against the agreed configuration, including exceptions and restricted matters.
Plan adoption alongside migration
Reconcile migrated content and permissions before release. Train teams around their everyday filing and retrieval tasks, then collect issues from actual use to guide further configuration.