What goes wrong
- History gets left behind and the first dispute after the switch has no “before”.
- The checklist gets rebuilt from memory and loses the items the lawyer added.
- Two tools run in parallel for six months and nobody knows which is true.
What to do now
- 1
Export properties from the old tool as CSV; import here — units, site codes and cadence come with it.
- 2
Export the old reports as PDFs and keep them; the first walk here starts the new history with the same template.
- 3
Rebuild the checklist in the template editor from the document you actually use — start from the closest library template and Copy and customize, so the items the lawyer added come across.
- 4
Run one cycle side by side on Free if you must, then turn the old one off on a date.
What they end up holding
The team gets the same checklist on a phone that works offline; the lawyer gets the items she added; the old reports stay as files.
Which plan
Business
Business adds priority support for the switch — written questions answered first — and unlimited properties at $99/month.