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Data Migration

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What Is It

Data Migration refers to the controlled process of transferring data from legacy legal systems into new platforms as part of a technology upgrade or transformation initiative. It is a foundational step in modernising legal operations, ensuring that historical data remains accurate, accessible, and compliant within the new environment.

For legal teams, data migration is not just about moving files. It involves preserving the integrity of contracts, litigation records, compliance documentation, and privileged communications. These data sets often span years, jurisdictions, and regulatory frameworks. A poorly executed migration can lead to data corruption, loss of evidentiary value, and breaches of privacy obligations.

The complexity of data migration lies in its dual nature: technical and legal. Technically, it requires mapping, cleansing, and validating data across systems. Legally, it demands adherence to retention policies, confidentiality standards, and privacy laws. Done right, data migration enables seamless continuity and unlocks the full potential of new legal technology. Done wrong, it creates operational chaos and regulatory exposure.

Scope

The scope of Data Migration includes:

◼️Data Mapping: Identifying and aligning data fields between old and new systems.

◼️Data Cleansing: Removing duplicates, correcting errors, and standardising formats.

◼️Compliance Checks: Ensuring migration adheres to privacy laws and retention policies.

◼️Security Protocols: Encrypting data during transfer to prevent breaches.

◼️Validation: Verifying accuracy and completeness post-migration.

◼️Testing: Running pilot migrations to identify and resolve issues.

◼️Documentation: Maintaining audit trails for defensibility and regulatory review.

◼️Stakeholder Coordination: Aligning legal, IT, and vendor teams for seamless execution.

Basic Concepts

Key concepts underpinning this station:

◼️ETL (Extract, Transform, Load): The technical process of migrating data.

◼️Data Integrity: Ensuring migrated data remains accurate and unaltered.

◼️Chain of Custody: Documenting data handling for legal defensibility.

◼️Legacy Systems: Outdated platforms requiring data transfer.

◼️Migration Risk: Potential for data loss, corruption, or compliance breaches.

Resource Status

The Data Migration station is considered a Foundational resource within the GLS Legal Operations model.

A Foundational Resource: Is responsible for determining the overall performance capabilities of a “critical” legal function. If it is not optimised, the function can never be optimised. 

Best Practice Features

The best practice features of the GLP are as follows:

◼️Comprehensive Migration Plan: Documented strategy covering scope, timelines, and responsibilities.

◼️Data Inventory: Complete catalogue of all data sets to be migrated.

◼️Compliance Integration: Privacy and retention rules embedded in migration workflows.

◼️Security Standards: Encryption and secure transfer protocols.

◼️Pilot Testing: Controlled trial runs before full migration.

◼️Validation Framework: Post-migration checks for accuracy and completeness.

◼️Vendor Oversight: Governance of third-party migration providers.

◼️Audit Readiness: Detailed documentation for regulatory or internal reviews.

◼️Stakeholder Training: Educating teams on migration processes and risks.

◼️Continuous Monitoring: Real-time dashboards for migration progress and error alerts.

Business Value

The Data Migration station delivers the following value to the Business:

◼️Operational Continuity: Ensures seamless transition to new legal systems.

◼️Risk Mitigation: Reduces exposure to data loss and compliance breaches.

◼️Cost Efficiency: Avoids duplication and inefficiencies through clean data transfer.

◼️Regulatory Confidence: Demonstrates governance maturity during audits.

◼️Data Accessibility: Enables faster decision-making with accurate, consolidated data.

◼️Future-Proofing: Positions the business for scalable legal tech adoption.

Who Needs It

The Data Migration station is essential for:

◼️Legal Departments: Transitioning to modern legal technology.

◼️IT Teams: Managing technical aspects of migration securely.

◼️Compliance Officers: Ensuring regulatory adherence during transfer.

◼️Risk Management: Overseeing governance and assurance.

◼️Executives: Seeking confidence in transformation initiatives.

Productivity Consequences

A legal team operating without a Data Migration strategy will face a wide range of inefficiencies including:

◼️Data Loss: Critical documents and records become inaccessible.

◼️Compliance Breaches: Privacy and retention rules violated during transfer.

◼️Operational Disruption: Delays in system go-live due to migration errors.

◼️Litigation Risk: Evidentiary gaps undermine legal defensibility.

◼️Cost Overruns: Emergency fixes inflate project budgets.

Tech Implication

Data Migration is inherently technology-driven. Its tech profile includes:

◼️ETL Tools: For extracting, transforming, and loading data.

◼️Encryption Protocols: Securing data during transfer.

◼️Validation Software: Automating accuracy checks post-migration.

◼️Integration APIs: Connecting legacy and new systems.

◼️Monitoring Dashboards: Real-time visibility into migration progress.

Additional PAAs

1. What is data migration in legal tech?

It’s the process of transferring data from legacy legal systems to new platforms securely and accurately.

2. Why is data migration important for legal teams?

To ensure continuity, compliance, and integrity during technology upgrades.

3. What are the risks of poor data migration?

Data loss, compliance breaches, operational delays, and litigation exposure.

4. How do you ensure data integrity during migration?

Through validation checks, encryption, and documented audit trails.

5. What laws impact data migration?

Privacy regulations like GDPR and retention requirements under local laws.

6. Can data migration be automated?

Yes, using ETL tools and migration software integrated with legal tech platforms.

7. What is the role of legal in data migration?

Defining compliance requirements and overseeing governance.

8. How long does data migration take?

Depends on data volume and complexity – typically weeks to months.

9. What is a data migration plan?

A documented strategy outlining scope, timelines, roles, and compliance measures.

10. Does data migration affect legal defensibility?

Yes – improper migration can compromise evidence integrity and privilege.

What Next?

The GLS Legal Operations Centre

The GLS Legal Operations Centre

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GLS Ultimate Guide To Legal Operations

GLS Ultimate Guide To Legal Operations

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