For legal PMS platforms
Migrate matters without losing the file
Vern imports matters, parties, time entries, trust ledgers and the document bundle that goes with them — reconciled and validated before a firm goes live on your product.
Onboarding teams at startups and publicly listed companies run their customer migrations on Vern
Why Vern
Matters that arrive whole, and a trust ledger that balances.
What breaks in a manual Legal PMS move — and what Vern does about it.
The matter is the unit, and it spans everything
A matter pulls together parties, time entries, disbursements, invoices and hundreds of documents. Import them as separate tables and the file falls apart.
Trust accounting has no tolerance
A trust ledger either balances to the cent or it is a regulatory problem. "Close enough" is not an available outcome.
Documents outnumber records
A decade of practice is tens of thousands of PDFs and letters, and each one has to end up attached to the right matter.
Conflicts data has to be complete
Party and related-party records drive conflict checking. A missing former client is a missing conflict.
How it works here
What Vern does differently on this data
Matter-centric import
The agent works out how time, disbursements, invoices and documents attach to each matter and imports them as a unit, in dependency order.
Your mapping rules, not ours
Split names, normalise formats, recalculate derived fields, merge records — described in plain English and saved as a recipe you can read and re-run.
Ledger reconciliation
Trust and office balances are totalled and compared against the source before anything is written, and a variance stops the import rather than landing in production.
Bulk document extraction
PDFs and scanned attachments are parsed into structured rows and linked back to the record they belong to, instead of arriving as a folder nobody opens.
Self-healing imports
After a run, the agent inspects every cell that failed validation, fixes what it can in the recipe, and re-runs. What it can’t fix is reported with an exact count, never silently dropped.
A full audit trail
Every clarification, mapping choice and automated fix is logged with a before and after, attributed to a person or the agent, all the way back to the original upload.
What moves
What comes across, and what Vern adds on the way
- Matters & parties
- Deduplicated, with related parties preserved for conflict checks.
- Time & disbursements
- Attached to the right matter, with rates and units intact.
- Trust & office ledgers
- Reconciled to the cent before go-live, not after.
- Matter documents
- Extracted in bulk and linked back to the matter they belong to.
Extractors
73 connectors for this space, and the agent writes the rest
Connect a source once and every customer you onboard off it reuses the same connection and everything Vern already learned about it.
Ready to migrate your next Legal PMS customer?
See Vern turn a real export — whatever shape it arrives in — into validated, customer-approved records in your product.