PracticePanther (representative) · estate_planning · US-FL — ready to migrate
Watch the whole firm move over — live — in about twenty seconds.
Records to migrate
Matters — populating
Calendar
Billing
PracticePanther (representative) → LexSteward
Your practice as it stands in PracticePanther (representative) — 120 matters, 120 clients, 249 documents — and your new LexSteward home.
Every record streams across: 3 staff, 120 clients, 120 matters, 85 invoices, 61 calendar events, 86 notes.
Matters list, calendar, and billing rebuild in real time — nothing left behind.
Every record is checked on the way in, and rollback stays one click away — no questions asked.
Your firm's in. Ward surfaces what may need you — matters to review for deadlines, a settlement demand to handle, invoices to issue — and you confirm each one.