Same process, applied to your data

A duplicate record is annoying anywhere. In a conflict check, it's a liability.

We audit relationship data for a living, finding every version of the same name and deciding which one is real, wherever that data lives. In a law firm, that logic runs straight into your conflict-check process: "Chen, Dave," "David Chen," and "CHEN, DAVID W" look like three different people to a search built on one spelling, and the firm takes a case it should have declined. The audit doesn't require us to practice law. It requires us to find every name that's actually the same person, which is what we do.

01

Conflict-check integrity

Names, aliases, and related parties matched across the firm's entire historical client and matter list, not just current files.

02

Deadline & statute tracking

Court dates, filing deadlines, and statutes of limitations captured as real, structured dates – not a line buried in a note field.

03

Trust accounting (IOLTA)

Client funds tracked per matter and reconciled correctly. Commingled or misattributed trust data is a bar complaint waiting to happen, not just a cleanup task.

04

Matter-to-entity linkage

Related parties, corporate affiliates, and every matter tied to the right client – instead of scattered as separate, disconnected contacts.

Whether your firm runs on Clio, MyCase, PracticePanther, or a legacy system you're migrating away from, the underlying data migration and conflict-check cleanup work is the same.

What's next

Three places to go from here.

Migration Management

Choosing a platform is only step one. See how much of the build we can take off your plate.

See how it works →

Data Security

Every file moves through a dedicated secure portal, not an inbox. Here's exactly how.

See how data moves →

Schedule a Chat

One conversation is all it takes to get a real number for what your data actually needs.

Book a time →

Get started

Start with the audit.

One conversation, one fixed fee, one real number for what your data actually needs.

Abbey
Abbey Cowens
Founder & Principal

You'll be on the call with the person doing the work. I've led multiple CRM migrations from the client side, and every time, clean data to the implementer was on me. Once with no data team at all. Now I do it for you.

Not ready to book? Email info@trellisdatapartners.com