On-premise firms
Firms running FilePro on a local server and carrying the cost, risk and maintenance that comes with it.
Move your matters, contacts, documents and trust history off ageing on-premise FilePro onto secure, cloud-based Actionstep — with data integrity as the deliverable, not an afterthought.
A FilePro to Actionstep migration moves your matters, contacts, documents and trust history off an ageing on-premise system onto a secure cloud platform — with data integrity as the deliverable. Hero Factory maps, cleanses, test-migrates and validates every record before cut-over. We have migrated 70,000+ documents and 13,000+ contacts off FilePro with history intact.
Firms running FilePro on a local server and carrying the cost, risk and maintenance that comes with it.
Firms facing rising cyber and compliance expectations who need a supported, secure cloud platform.
Groups keeping separate records across related entities that need to consolidate into one system without losing history.
We assess your FilePro environment, data volumes and what has to come across — matters, contacts, documents and trust history.
We define exactly what moves where and clean up duplicate and legacy records so you don't carry mess into the new system.
We migrate a small set of matters including documents so integrity is proven before you commit to the full run.
We migrate everything, then reconcile and validate — data integrity is the deliverable.
We switch you onto Actionstep, configured and ready, and stay on through go-live.
An unsupported on-premise server is a cyber and continuity risk firms can no longer carry.
Maintaining local infrastructure costs more than a modern cloud platform.
Years of matters and trust records feel too risky to move — until integrity is proven up front.
Related entities keeping separate records that should be one consolidated system.
Certified across Actionstep, Clio and Smokeball. Details in our work are anonymised as standard; introductions to past clients are available on request. See a recent case study →
It depends on data volume and complexity, but a typical migration runs through discovery, mapping, cleansing, a sample migration, the full run and validation before cut-over. We scope a realistic timeline at the start so there are no surprises on cut-over day.
No. Trust and transaction history is migrated and reconciled as a first-order concern. Data integrity is the deliverable — we validate before you cut over.
Yes. We migrate documents alongside matters and contacts — we have moved 70,000+ documents and 13,000+ contacts off an on-premise FilePro server with history intact.
Yes. We have consolidated separate entities into a single Actionstep instance without losing each entity's history.
We run a sample migration first so integrity is proven on real matters before the full run, and we reconcile and validate everything before cut-over.