Practical planning considerations for this type of project. The scope and checks depend on the firm, its information and the systems involved.
Define the work before choosing a platform
Map how matters move from enquiry through to completion. Identify responsibility, deadlines, billing requirements and the information staff need at each step. Use those requirements to assess the proposed system and its integrations.
Reconcile records and rehearse the change
Review source data, agree field mappings and identify duplicate or incomplete records before loading the target system. Test representative matters and record exceptions for review. A successful import alone does not establish that the information is complete or usable.
Give people a clear handover
Agree which system holds the working record at cutover, provide role-based training and assign owners for unresolved issues. Review adoption and workflow problems after launch before expanding the configuration.