Document Migration from Cloud-Based File Sharing Tools (Dropbox, OneDrive, SharePoint, Google Drive, Box, and More) to Law Ruler Follow
Document migration is the process where a law firm's documents are exported from the current system where they are stored, into the Law Ruler document management system. There are different processes for exporting documents depending on where/how they are currently stored, locally or in the cloud.
Document Migration from Legacy/Server-Based Practice Management (Local Folders)
For law firms that are using legacy, server-based practice management, the documents are usually stored locally, on a server. For exporting local document folders, the most widely used approach is to provide SFTP or FTP access to the Law Ruler data migration team so that they may download the files directly. This approach still works for legacy/server PM exports, but not for the cloud.
Cloud-Based Document Migration from Cloud-Based Practice Management and File-Sharing Tools (Dropbox, OneDrive, SharePoint, Google Drive, etc.)
Newer, cloud-based practice management systems require a different approach because they usually store their documents via integration with file-sharing tools such as Dropbox, OneDrive, SharePoint, Google Drive, etc., and there is additional security that prevents someone from just downloading all the document folders. Cloud-based document migrations are different than a folder on a local server.
File-sharing tools allow document folders to be shared with a share link or to specified users, but that approach has inherent security concerns and does not work in scale because of download quotas/limitations, folder permissions, user security, and many other reasons.
As a result, for cloud document migrations, Law Ruler will use file access and transfer software applications after being provided consent. This approach requires a law firm administrator-level user to enter their creds/sign into their file-sharing tool inside of FileZilla Pro, while on a Zoom screen share with the Law Ruler data migration team. This will allow the Law Ruler data migration team to access all folders and perform a complete backup/export for the cloud document migration.
- This approach is more secure & allows Law Ruler to get ALL files/folders without having to ask for/expose the administrative user's security credentials. Law Ruler will never ask you for your administrative credentials. The admin types them in for our team using OAuth 2.0 authentication security. Please do not provide your password or email it to anyone.
- During the initial document export phase, Law Ruler will ask the admin user to enter their credentials via a screen share. This will allow the Law Ruler team to migrate all of your firm's documents and prepare a dress rehearsal system for review.
- After the dress rehearsal system is reviewed and approved, a cut-off date will be scheduled where your firm will stop using its previous practice management system.
- On the cut-off date, the firm admin user will need to input their credentials one more time, when both parties are ready to finalize the migration.
Who is an admin user in Microsoft OneDrive/SharePoint?
Microsoft requires a user that has either Global Administrator or SharePoint admin rights to provide admin consent of OneDrive. This is usually the owner of the company that first set up the domain, or it could be an IT user, depending on the organization and how they set up their Microsoft permissions.
Who is an admin user on Google Drive?
Google requires a Google Workspace admin or a user that is provided that level of access to provide admin consent of Google Drive. This is usually the owner of the company that first set up the domain, or it could be an IT user, depending on the organization and how they set up their Microsoft permissions.
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