Docs / How to Switch to Praxis

How to Switch to Praxis

Starting without another system? You can create your firm and first case directly. Already using a legal practice management tool? We plan the transfer around your real export, run it in a separate staging firm, reconcile the result, and only then schedule cutover.

Two onboarding paths. New practices can start cleanly without an import. Existing practices get a guided migration: source inventory, dry run, mapping review, document and relationship checks, user acceptance, and a rollback-safe go-live.

🕐 Typical Migration Timeline

PhaseDurationWhat Happens
1. Planning1 weekAudit your data, export from old system, map fields
2. Import1–3 daysImport cases, contacts, documents via Praxis tools
3. Parallel Run2 weeksRun both systems side-by-side for safety
4. Go-Live1 daySwitch over, deactivate old subscription
5. Support30 daysOur team is available for questions & training

Choose Your Current Platform

Kleos

Wolters Kluwer — dominant in Belgium

Cicero / Fidura

Popular in Belgian & Dutch firms

Themis

Diplad — Belgian cloud platform

Clio

International market leader

Smokeball

Document-heavy workflows

MyCase

US-based cloud platform

PracticePanther

Modern cloud-first solution

CosmoLex

Built-in accounting

LEAP Legal

Australian & international

Actionstep

Workflow automation

Rocket Matter

Cloud time & billing

Zola Suite

Integrated email & billing

AbacusLaw / PCLaw

Legacy desktop tools

Filevine

Project-based legal ops

Litify

Salesforce-based

Microsoft 365

Outlook, SharePoint, Teams

Google Workspace

Calendar, Contacts, Drive

Paper / Excel

Starting from scratch

From Kleos (Wolters Kluwer)

Kleos is a major source platform for Belgian firms, so it is Praxis's first migration priority. The goal is a predictable transfer that preserves case references, contacts, documents, dates, time and financial history, with a reconciliation report before the old system is retired.

Current importer boundary. Praxis currently creates cases from the Dossiers/ folder structure in a Kleos ZIP and contacts from contacten.csv. vCard and iCalendar imports are also available. Kleos documents, relationships, time entries, invoices, permissions and custom fields must still be staged and verified through the managed migration process; they are not yet covered by a one-click claim.
1

Export Your Data from Kleos

  1. Go to Beheer → Gegevensexport (Admin → Data Export)
  2. Export Dossiers (Cases) → CSV or Excel
  3. Export Contacten → CSV
  4. Export Prestaties (Time entries) → Excel
  5. Export Facturen (Invoices) → PDF per invoice
  6. Download Documenten via Kleos Drive or batch export
  7. Export calendar events via iCal export (.ics file)
2

Map Your Fields

Kleos FieldPraxis FieldNotes
DossiernummerCase NumberDirect mapping
DossiertitelCase TitleDirect mapping
RubriekCase TypeMap to: civil, commercial, criminal, family, labor, administrative
VerantwoordelijkeAssigned LawyerMap to Praxis team members
TegenpartijOpposing PartyCreate as contact type "opposing_counsel"
Honorarium per uurHourly RateSet per case or per user default
3

Import into Praxis

Go to the Import & Export page in Praxis

  1. Place the exported case folders below Dossiers/, ZIP the bundle, and upload it. Praxis creates cases from those folder names.
  2. Include contacten.csv at the ZIP root when available, or import contacts as vCard (.vcf).
  3. Import calendar deadlines from an iCalendar (.ics) export.
  4. Stage documents, relationships, time entries, invoices and custom fields separately; do not retire Kleos until their counts and links have been reconciled.

Kleos migration acceptance gates

  1. Inventory: record source counts, export dates, file sizes and hashes.
  2. Dry run: import into an isolated Praxis staging firm with no client notifications.
  3. Reconcile: compare cases, contacts, parties, documents, dates, time, invoices and totals; list every skipped or transformed record.
  4. Review: have the firm validate a representative set of active and archived matters, permissions and search results.
  5. Cut over: take a final delta export, repeat the verified mapping, retain rollback data, and obtain written sign-off.

A migration is “seamless” only when these gates pass for the firm's actual Kleos export. A synthetic fixture alone is not sufficient.

What You Gain by Switching from Kleos

FeatureKleosPraxis
Pricing~€100–160/user/monthFrom €12/user/month
AI Assistant❌✅ Built-in Praxis Bot
ClientsWeb onlyPraxis Web today; Desktop and Mobile are unreleased
Encryption at rest❌✅ AES-256-GCM, per-firm key
Conflict CheckerBasic✅ Automatic, firm-wide
Vendor Lock-inHighNone — export anytime

From Cicero LawPack / Fidura

Cicero LawPack (now often branded Fidura) is widely used in Belgian and Dutch law firms.

1

Export from Cicero

  1. Dossiers: Use Cicero's Rapportage module → export to Excel
  2. Contacten: Export address book via Adresboek → Exporteren
  3. Financieel: Export time entries and invoices from the billing module
  4. Documenten: Copy the document tree from Cicero's file storage (typically a network share)
  5. Agenda: Export via iCal or CSV
2

Import into Praxis

  1. Save Cicero exports as CSV files
  2. Go to the Import & Export page and upload CSV files one module at a time
  3. For contacts, export as vCard (.vcf) if possible — Praxis imports these natively
  4. Verify case-contact relationships after import

Special notes:

From Themis (Diplad)

Themis by Diplad is a Belgian cloud-based legal software.

1

Export & Import

  1. Contact Diplad support for a full data export (CSV + documents)
  2. Export financial data from the Themis billing module
  3. Download all documents via Themis Drive
  4. Go to the Import & Export page and upload CSV files — Praxis auto-detects standard column names

From Clio

Clio is a popular international legal practice management solution.

1

Export from Clio

  1. Go to Settings → Firm → Data Export
  2. Request a full export — Clio provides a ZIP with CSV files for: Matters, Contacts, Time entries, Bills/Invoices, Documents
  3. Download the ZIP and extract
2

Import into Praxis

  1. Go to the Import & Export page in Praxis
  2. Upload CSV files in order: Contacts → Cases → Time entries
  3. For contacts, use vCard (.vcf) export from Clio for best results
  4. Documents: upload to Praxis case folders or sync via cloud storage
Clio FieldPraxis Field
Matter NumberCase Number
Matter NameCase Title
Practice AreaCase Type
StatusStatus (active/pending/closed)
Responsible AttorneyAssigned Lawyer

Clio vs Praxis

FeatureClioPraxis
Belgian Law❌ Not localized✅ Full Belgian legal integration
LanguagesEnglish only✅ NL / FR / EN / DE
DPA Filing❌❌ Prepare in Praxis; file through the official external channel
Interest Calculator❌✅ Belgian legal rates
Data LocationVerify the provider and selected regionPrimary hosting: EU (Hetzner, Germany); external processors follow the configured provider and region

From Smokeball

1

Export & Import

  1. Contact Smokeball support for a data export
  2. Smokeball stores documents in a local folder structure — copy entire folders
  3. Export financial data via Smokeball's reporting module
  4. Go to the Import & Export page — upload CSV files for contacts and cases
  5. Drag & drop document folders into Praxis case folders

From MyCase

1

Export & Import

  1. Go to Settings → Data Export in MyCase
  2. Export all modules (Cases, Contacts, Time, Invoices, Documents)
  3. MyCase provides CSV files + document downloads
  4. Go to the Import & Export page — upload CSV files, Praxis auto-detects standard column names

From PracticePanther

1

Export & Import

  1. Go to Settings → Data → Export
  2. Export Matters, Contacts, Time, Invoices as CSV
  3. Download documents from the file manager
  4. Go to the Import & Export page — upload CSV files, column names map directly

From CosmoLex

1

Export & Import

  1. Use Accounting → Export for financial data
  2. Export Matters and Contacts via the reporting module
  3. Download documents individually or via support request
  4. Upload financial CSV via the Import & Export page — map trust accounting fields to Praxis billing

From LEAP Legal

1

Export & Import

  1. Contact LEAP support for a migration pack
  2. LEAP can export: Matters, Contacts, Time, Invoices
  3. Documents are stored in LEAP's cloud — request a full export
  4. Upload via the Import & Export page — LEAP's matter structure maps well to Praxis cases

From Actionstep

1

Export & Import

  1. Go to Admin → Data Management → Export
  2. Export all data types to CSV
  3. Use Actionstep's bulk download for documents
  4. Upload CSV via the Import & Export page — Praxis auto-detects standard column names

From Rocket Matter

1

Export & Import

  1. Go to Admin → Export
  2. Download all modules as CSV
  3. Export documents via the document manager
  4. Upload via the Import & Export page — Rocket Matter fields have near-identical naming to Praxis

From Zola Suite

1

Export & Import

  1. Use Admin → Export Data
  2. Export Cases, Contacts, Time, Invoices, Documents
  3. Export relevant emails as .eml files
  4. Upload CSV via the Import & Export page — Zola's email features map to Praxis Email integration

From AbacusLaw / PCLaw

1

Export & Import

  1. AbacusLaw: Export to CSV — Matters, Names (contacts), Events
  2. PCLaw: Use File → Data Export
  3. Copy documents from local storage
  4. Map AbacusLaw "Names" → Praxis Contacts, "Matters" → Cases, "Events" → Calendar

Note: AbacusLaw's accounting is complex — we recommend a parallel financial review during migration. PCLaw trust accounting: map to Praxis billing with manual verification.

From Filevine

1

Export & Import

  1. Contact Filevine support for a data export (API-based or CSV)
  2. Filevine uses "Projects" → map to Praxis Cases
  3. Custom fields → map to Praxis case notes or custom metadata
  4. Upload CSV via the Import & Export page — map Filevine's custom fields carefully

From Litify (Salesforce)

1

Export & Import

  1. Use Salesforce Data Export: Setup → Data → Export Data
  2. Export Matters, Contacts, Activities, Documents
  3. Salesforce provides a ZIP with CSV files
  4. Map: Litify Matters → Praxis Cases, Litify Contacts → Praxis Contacts
  5. Custom Salesforce fields → Praxis notes/metadata

From Microsoft 365 / SharePoint

If you currently manage your practice using Microsoft 365, SharePoint, or Teams:

1

What to Migrate

2

Or Keep Both (Integration)

Praxis supports Microsoft 365 integration — you don't have to choose:

From Google Workspace

1

What to Migrate

Praxis supports Google Drive as a sync destination — use it as primary or backup storage.

From Paper / Excel / Manual Systems

Many smaller firms or solo practitioners still manage cases using spreadsheets, paper files, and email. Welcome to the digital age!

1

Create a Simple Excel File

Structure your cases in a spreadsheet with these columns:

Case NumberTitleClient NameClient EmailStatusCourtType
2026/001Peeters v. PeetersJan Peetersjan@email.beactiveFamilierechtbankfamily
2026/002NV Alpha v. NV BetaNV Alphainfo@alpha.beactiveOndernemingsrechtbankcommercial
2

Import & Scan

  1. Save your spreadsheet as CSV (File → Save As → CSV)
  2. Go to the Import & Export page and upload the CSV file — Praxis detects standard column names automatically
  3. Use the Document Scanner in Praxis Web to digitize paper files
  4. OCR extracts searchable text, provided your firm has a document-intelligence provider configured

General Migration Checklist

Use this checklist regardless of which platform you're switching from:

✅ Before Migration

📥 During Migration

🚀 After Migration

Need Help Migrating?

Free Migration Assistance

Every Praxis plan includes free migration support. Our team will help you move your data, set up your firm, and train your team — at no extra cost.

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