Transaction history
Your firm's transaction history comes across after our team reviews it and confirms it with you. (General Ledger)
Legacy legal platforms → QuickBooks Online
Your legacy legal accounting data, moved into QuickBooks Online — scoped and reviewed by our team.
We move the financial data law firms keep in legacy legal accounting and case management systems into QuickBooks Online. Book a discovery call. We’ll review what you’re moving and quote it on the call.
The booking form asks for a few details so we come prepared.
- Done for you We handle the accounting-heavy parts of the move, end to end.
- Reviewed by people Every migration is reviewed before it lands.
- Reversible Imports post into QuickBooks as auditable, reversible entries.
A simple, done-for-you journey
Three steps to QuickBooks.
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Step 1 · Book a discovery call
Share a few details so our team can prepare.
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Step 2 · Get a quote
We scope the migration and provide a clear quote on the call.
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Step 3 · Have your data migrated
Cutovr handles the migration and reviews the details with you.
How it works
From a discovery call to a clean cutover.
You don’t run the migration. A short call gives us what we need, and we take it from there.
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Book a discovery call
Pick a time that works for you. The booking form asks for a few details so our team can prepare.
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We review your migration
Our team reviews your reports and trust accounting, and scopes the work with you on the call.
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You get a clear quote
You’ll know the cost before any work begins.
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We handle the migration
We prepare your legacy financial data, match it to QuickBooks, and post it as reviewed, reversible entries — with a final reconciliation so every dollar is accounted for.
What moves
More than one report.
A law firm's books aren't one file. We prepare and migrate the accounting data your firm needs to continue in QuickBooks Online.
Account list
Matched against your QuickBooks accounts, with a side-by-side preview before anything is created. (Chart of Accounts)
Starting balances
Parsed and totaled. Used to seed opening balances and check the books later. (Trial Balance)
Client trust balances
Reconciled against your trust liability and trust bank totals. Never posted automatically. (Trust listings)
Client & matter A/R
What clients and matters still owe the firm comes across, and those clients are set up in QuickBooks.
Vendor A/P
What the firm still owes its vendors comes across, and those vendors are set up in QuickBooks.
Bank balances
Operating and trust bank totals are spot-checked during reconciliation.
Final reconciliation
A side-by-side balance check at switchover so you can confirm every dollar landed cleanly.
Why Cutovr
The work, handled for you.
A consultant-led migration means weeks of meetings and file exchanges. Cutovr does it for you: after one call, we prepare your data, move it into QuickBooks Online, and confirm the balances match — with the controls and reversibility a finance-grade move needs.
Traditional consultant
Hands-on for you, week after week
- Weeks of meetings, file exchanges, and review cycles.
- Hand-built spreadsheets and one-off scripts.
- Ledger files emailed around. Calendars dictate the pace.
- Reversing a bad post means more billable hours.
Cutovr
Done for you · scoped on one call
- One discovery call scopes the whole migration.
- Our team does the work — the firm doesn’t run an import.
- Every step reviewed and refined by people before it posts.
- One-click reversal if something looks wrong.
Built for law-firm books
The controls finance teams ask for.
Encrypted at rest
Uploaded files and QuickBooks tokens are encrypted in our store. Your firm's data stays in your workspace.
Reversible imports
Every import can be reversed in one click. Reversals post offsetting entries that QuickBooks treats as fully auditable activity.
Disconnect any time
Disconnect QuickBooks from inside the app or from Intuit. We honor the disconnect contract and revoke tokens promptly.
Who this is for
Built with the people who'll actually use it.
Built for law firms moving off legacy platforms
Built for law firms moving from older legal accounting and case management systems, including PC Law. Designed around the reports a firm actually has — General Ledger, Chart of Accounts, Trial Balance, trust listings — not generic accounting imports.
Designed with accounting reviewers
You see a preview of every step before anything moves. Balances are checked at the end, and nothing reaches QuickBooks without review.
Reversible & auditable
Every import can be reversed in one click. A full audit log records every action a firm admin takes inside the app.
We don't publish testimonials we haven't earned. As real firms complete migrations, we'll share their experience here with their consent.
Pricing
Your quote comes from the discovery call.
Every firm’s migration is a little different. After we understand your migration, we’ll provide a clear quote on the call.
Guides & resources
Learn how the migration works.
Plain-English guides for firms moving off a legacy legal platform — including PC Law — and for the vendors and teams who help them.
PCLaw → QuickBooks: the complete guide
What moves, why legal migrations differ, realistic timelines, and the questions to ask.
PC Law to QuickBooks migration
The done-for-you service for firms ready to move their books across.
Trust accounting migration
How trust-related records are handled with extra care and review.
Law firm accounting migration
Moving legacy legal accounting data into modern cloud workflows.
For partners & vendors
A migration partner for legal software vendors and implementation teams.
PC Law reports you need first
Which reports to prepare before a QuickBooks migration, explained plainly.
Ready when you are
Let Cutovr handle the migration.
Book a call — we’ll scope it and quote it while you’re on it.
Questions before you book? Contact support.