Independent migration support for PI firms
TrialWorks migration support for litigation-heavy PI firms
We help firms preserve the litigation record behind each matter: what happened, when it happened, which document or person it involved, who owned the work, and what remains open after the move.
Who this is for
A move chosen by the firm, managed with care
For PI firms moving from TrialWorks to a selected modern case-management platform and unwilling to treat years of litigation history as a flat collection of names and files.
The firm wants modern access, reporting, integrations, or a different operating model.
Litigation teams need confidence that chronology and document relationships will survive the move.
The destination implementation needs an independent source-data and validation workstream.
What must be discovered in TrialWorks
TrialWorks discovery starts with the case timeline. We identify which records, tabs, codes, and linked files staff use to reconstruct a matter and manage the next deadline.
- Matter and intake records, case numbers, case types, divisions, status and priority codes, and assigned users
- Clients, defendants, insurers, counsel, providers, experts, witnesses, and the roles that connect them to matters
- History entries, notes, email records, negotiations, and other dated activity that forms the case chronology
- Documents, images, pleadings, discovery, production materials, attachments, categories, tabs, and file locations
- Docket entries, tasks, reminders, checklist items, calendar events, deadlines, and completion state
- User ownership, inactive staff, reassignment rules, and work queues
- Reporting codes and historical values used to explain pipeline or litigation status
Migration questions specific to TrialWorks
These are the places where a technically complete export can still produce an operationally incomplete case file.
Chronology must remain trustworthy
Dates, ordering, authors, completion state, and links between activities and documents must be tested as a timeline, not only counted as rows.
A document without context is not enough
The file may migrate while its category, tab, matter association, note attachment, or production context is lost. Those relationships are part of the record.
Docket activity can change form
A destination may separate calendar events, tasks, reminders, and workflow checklists differently. The mapping must preserve what staff must do and when.
Inactive users still explain history
Former attorneys and staff may own old notes, events, or documents. Historical attribution and current responsibility need separate treatment.
A phased TrialWorks migration
The destination is not trusted because a load completed. It is trusted after representative matters have been reconciled and used by the people who understand them.
- 01
Reconstruct the source model
Inventory case structures, user and code tables, chronology sources, docket logic, document repositories, and available exports.
Output: TrialWorks source model and access plan
- 02
Select representative litigation matters
Choose open, closed, pre-suit, filed, discovery-heavy, settled, and document-heavy matters across responsible users.
Output: Representative-matter test set
- 03
Map chronology and associations
Define how activities, notes, emails, documents, contacts, events, tasks, status codes, and owners appear in the destination.
Output: Data and relationship mapping specification
- 04
Trial-load complete matters
Move whole representative files into a sandbox so users can review the matter as they would during real case work.
Output: Trial migration and exception report
- 05
Test the story of each case
Have case teams verify the chronology, document access, contact roles, outstanding work, ownership, and status meaning.
Output: User-acceptance and reconciliation results
- 06
Prepare final migration and cutover
Resolve exceptions, define the final change window, sequence data and files, prepare staff, and verify priority matters after launch.
Output: Cutover plan and priority-matter verification log
What the firm must decide and provide
- Which destination will become the system of record
- Which matter stages and litigation teams must be represented in testing
- How historical users should appear and who receives their open work
- Which document categories, tabs, and folder conventions must be retained
- Which open deadlines and high-risk matters require enhanced cutover review
What Possible Minds does
- Inventory the database, document stores, activity sources, and code tables
- Build chronology, contact-role, document-association, status, and ownership mappings
- Clean duplicates and retired values while keeping an auditable exception record
- Run representative full-matter trial migrations
- Reconcile source and destination with case-team review
- Manage cutover sequencing and post-launch priority-matter checks
What is validated before cutover
Validation combines reconciliation with representative-matter review. No single count proves that a file is usable.
- Case counts and status distribution
- Chronological ordering, dates, authors, and activity descriptions
- Document and attachment presence, readability, category, and matter association
- Contact roles and counsel, provider, expert, witness, and insurer relationships
- Open tasks, docket entries, events, reminders, deadlines, and completion state
- Current ownership and historical attribution
- Representative matters from intake through active litigation and closure
Common questions
Why test whole matters instead of a random sample of records?
A row-level sample can miss broken relationships. Reviewing a complete matter shows whether the chronology, documents, contacts, tasks, events, status, and ownership still make sense together.
Can TrialWorks documents be moved without losing their case links?
That is an explicit validation objective, not something we promise before discovery. We assess file locations and associations, test representative document patterns, and reconcile failures before cutover.
What happens to former users and their assignments?
The firm decides how historical attribution should display and who should own outstanding work. We map those as separate requirements.
Can the migration include open deadlines?
Yes, if the source data and destination support the agreed mapping. Deadline-critical matters receive specific pre-cutover and post-cutover checks, with staff remaining responsible for legal calendaring oversight.
Is Possible Minds affiliated with TrialWorks or its vendor?
No affiliation or endorsement is claimed. Possible Minds provides independent migration planning and implementation support for firms that use TrialWorks.
Bring the source, destination, volume, integrations, and timing
We will help turn those facts into a migration scope, identify the hard questions early, and show what must be tested before a cutover decision.
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View serviceTrialWorks and other product names are trademarks of their respective owners. Possible Minds is an independent service provider and does not claim certification, endorsement, partnership, or affiliation with the named software vendors.