The 31-day clean break

Leave PracticePanther without leaving anything behind.

Records reconciled to the penny. Documents in your own OneDrive, exactly where they already are. Thirty-one days from first export to cancelled subscription — and the proof at every step.

Talk to us about migratingBuilt by a Florida trial lawyer who ran his own practice on PracticePanther + OneDrive.

Thirty-one days, five steps

Day 0–1
Export & dry run

Pull your PracticePanther exports with our step-by-step packet. Upload. The dry run shows exactly what will import — nothing is written yet.

Day 2–3
Reconcile & execute

Your trust ledger must reconcile to the penny against PracticePanther's own reported total, or the importer refuses to run. Then execute — with a 7-day rollback.

Day 4
Connect your OneDrive

Your client documents almost certainly live in OneDrive or SharePoint already. Map folders to matters — or create matters straight from your folder tree — and documents file themselves, subfolder structure intact.

Day 4–30
Work in parallel

All new work happens in Trial Commander. Keep PracticePanther read-only while you spot-check balances, statements, and matters.

Day 31
Cancel PracticePanther

Records here. Documents in your own OneDrive. Nothing left behind that you still need.

Proof, not promises

Migration fear is rational. This is how the importer earns trust instead of asking for it:

The trust ledger is a gate

Your imported trust transactions must reconcile — to the penny — against the total PracticePanther itself reports, and any historical overdraft under Fla. Bar Rule 5-1.1 blocks the import entirely. We would rather refuse your data than import a compliance problem.

Dry run, receipt, rollback

Nothing is written until the dry-run report shows you every count, every skip, and every issue. Execution produces a permanent receipt, and a 7-day rollback removes the entire batch if something looks wrong.

Your documents never move

Documents sync from your firm's own OneDrive or SharePoint — folder structure preserved, matters creatable straight from your folder tree. Deleting a file in OneDrive never deletes it from a matter, so a synced folder is not a way around litigation holds.

Do the arithmetic

PracticePanther bills per user. Trial Commander is one price for the firm. Slide to your headcount and compare our published prices with theirs.

PracticePanther / mo
$267
Business, 3 users
Trial Commander / mo
$149
Small Firm — one price for the firm
Difference / year
$1,416

PracticePanther prices are their published per-user monthly rates with annual billing, verified August 2026 at practicepanther.com/pricing — check current pricing yourself. Trial Commander prices are our published plans (see pricing); AI usage allowances and optional add-ons are listed there.

What moves — and what doesn't

Moves with full fidelity
  • Contacts, matters, time entries, expenses, invoices, payments
  • Trust transactions — reconciled before anything is written
  • Documents, via OneDrive/SharePoint sync with subfolders intact
  • Your matter list itself — creatable directly from your folder tree
Doesn't move (we'll tell you before you start)
  • PracticePanther notes, tasks, and custom fields — re-enter what still matters
  • Calendar events — Trial Commander has its own calendar and deadline engine; recreate the dates that count
  • eSignature history and client payment history stay in their systems

And what we don't have yet, plainly: no native mobile apps (installable web app instead), no client credit-card payments, SMS pending carrier registration. QuickBooks Online sync is built and in Intuit's production review.

Ready to see the dry run on your own data?

We'll walk your first export with you. If the numbers don't reconcile, you'll know before anything is written — and you'll have lost nothing but an afternoon.

Start the conversation
Guided migration included. No credit card required to talk.
Migrate from PracticePanther · Trial Commander