Deployment & migration

One product. Different isolation needs.

Firms adopt the same FirmsVault operating model while choosing the deployment posture that fits their security, identity, operational, and data-boundary requirements.

Shared SaaS

Managed FirmsVault with tenant-aware application and data controls.

  • Managed platform updates
  • Firm-scoped access boundaries
  • Standard deployment profile
  • Fastest path to running

Illustrative dedicated-isolation model — availability depends on production configuration and agreement.

Controlled migration

Switching systems should feel engineered, not improvised. Migration is part of the buying experience, with explicit validation gates instead of a black-box import.

01

Discover

Inventory systems, data, workflows, and dependencies.

02

Map

Define client, matter, document, billing, and trust mappings.

03

Rehearse

Run dry migrations and reconcile the results.

04

Cut over

Move through a controlled launch window.

05

Verify

Confirm completeness with evidence and sign-off.

Talk through the right posture for your firm.