Project and change management
Upgrades and system moves run from business case to go-live, so people adopt the change.
Upgrades, data migrations and new system rollouts rarely fail because of the software. They fail on planning, supplier management and people. We run your project from business case to go-live, protect fee earners’ time, and make sure the change sticks long after the supplier has gone.
What it covers
- Project planning, governance and reporting to partners
- Data migration: housekeeping, trial migrations, validation and sign-off
- Workflows, precedents and configuration ready for day one
- Change management, communication and go-live support
When firms ask us
- You have chosen a new system and need someone to run the move
- A supplier-led project is slipping and needs firm-side leadership
- An upgrade or new module needs planning around fee earners’ time
- You want to be ready on day one, not still fixing data six months later
A system move, from first decision to embedded
Run from the firm’s side, with a signed decision at every stage.
Mobilise
Business case, project board and a plan worked back from the go-live date.
Discover
What the firm uses today, what the new system does, and every gap confirmed in writing.
Design and build
Accounts, workflows, precedents, custom data and integrations, signed off by the people who use them.
Migrate
Housekeeping first, then trial migrations, each validated figure by figure.
Test and go live
User acceptance testing on real scenarios, a go or no-go decision and a rollback plan.
Embed
Support after go-live, adoption measured, and the first month-end signed off.
Throughout
- Fee earners’ time protectedTesting and training planned around client work.
- Client money safeClient account balances agreed matter by matter before go-live.
- One planThe firm, its IT and its suppliers working to the same plan.
Talk to us
Tell us a little about your firm and what you are trying to achieve. We will tell you honestly whether we can help.
Discuss your project