Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
For practices currently using iManage for document management, FYI provides a supported migration process to migrate your documents into FYI.
This article explains the migration options, your responsibilities and how FYI supports the migration process.
Before you Begin
Before beginning the migration from iManage to FYI, it's important to understand the overall responsibilities for both your practice and the FYI team. This ensures that the migration process runs smoothly and efficiently.
Practice Responsibilities
- Practices are responsible for performing the iManage export.
Note: If practices require assistance, the FYI team can connect you with a partner who specialises in iManage document exports.
- The document export must be provided in a format that is compatible with the supported migration methods.
- Practices will start the Migrate app to begin the migration process.
FYI Team Responsibilities
- Validate the export format provided by the practice.
- Assistance with migrating your documents into FYI using the agreed migration method.
- Documents will be refiled into the cabinets based on the mapping instructions agreed with the practice.
Important Note: The FYI Team cannot adjust your exported data into the correct format. The export must already meet FYI's import requirements before the migration can begin.
Migration Options
There are two supported migration options, for migrating your iManage documents to FYI:
- Metadata Migration (Recommended)
- Folder Based Migration
Metadata Migration
Metadata is the preferred option for migrating your documents from iManage to FYI. This approach uses a metadata file (CSV) that contains important information about each document, such as the Client, Cabinet, Categories, Dates, and Keywords.
This method provides the most precise and accurate result when the documents are migrated into FYI.
For information on Metadata migrations, refer to Document Migration with a Metadata File.
Folder Based Migration
A Folder based migration requires your documents to be exported from iManage first, and uses the folder path to determine where the document should be filed in FYI.
This approach can lack detail and consistency in the folder names and paths, which means results in the migration may not be as structured as a Metadata migration.
A Folder based migration is preferred when a metadata file cannot be provided.
For more information on Folder Based migrations, refer to Document Migration for Folder Based Systems
Migration Process Steps
The following information provides the overall steps for migration from iManage to FYI.
A detailed process is included as part of your onboarding, where an FYI Client Success Consultant will guide you through each stage of the onboarding process.
It is important to understand that as part of the Sales Discovery process, it is the practice's responsibility to source the iManage export.
During the Sales Discovery meeting, an FYI New Business Manager will confirm your understanding of responsibilities and your preferred migration method.
Once confirmed, the practice will be provided with links to relevant documentation, and if required, connect you with a partner who can assist with generating the document export.
The chosen migration method will then be included in your onboarding proposal.
Once a proposal has been accepted, an FYI Client Success Consultant will be in contact to book a Kick-off meeting. Your responsibilities will be reconfirmed and your migration method finalised.
Important Note: Should the migration scope change, the FYI team may re-engage the New Business Manager to update your onboarding proposal before moving forward.
Practices will work with your Client Success Consultant to provide your iManage export.
It is recommended that when exporting your documents, only the latest version of each document be exported.
The FYI Migration Team will then review the export to ensure that it meets the requirements:
- Metadata migration: The metadata csv file will be reviewed to ensure that it contains all necessary fields.
- Folder based migration: The folder structure will be reviewed to ensure it is consistent with FYI's standards.
Once the export has been validated, the migration process can proceed.
This step is strongly recommended.
A sample migration involves a small subset of your documents migrated into FYI. This allows both the practice and the FYI team to confirm that documents are migrating correctly, metadata is importing as expected, and any issues can be resolved before the full migration.
Using the confirmed migration option, the initial migration involves your full iManage document list being migrated to FYI. An FYI Client Success Consultant will support the practices through this process and provide updates on the migration.
It is important to note that it is the practice's responsibility to review the initial migration results, including:
- Confirming metadata information is accurate.
- Conduct spot checks of documents to ensure these have been migrated correctly.
- Migrated documents can be opened and used as expected.
The final migration will ensure that any incremental changes that have occured since the initial migration are migrated. This will ensure that your platform contains the most up-to-date version of your documents.
Once the final migration is completed, it is the practice's responsibility to conduct a thorough review of the migration, including:
- Conducting spot checks of documents to ensure these have been migrated.
- Verify all metadata has been migrated.
- Review the Migration Audit Report.