I have used PCLaw for 20 years, solo with three timekeepers. I am forming a partnership with another solo practice who has used PCLaw for two years for her LLC. Assuming the same build on both of our programs, is there a white paper on how our information could be combined into one of our packages, at least active file information. Or any other guidance or tips?
Hi - Lexisnexis PCLaw offers a conversion program to merge the two sets of books together. Depending on where you are located, I can put you in touch with your account manager.