Migration
How to migrate trademark case files without freezing the firm
Changing trademark management software fails when migration is treated as a weekend export. Professionals need history, deadlines and client structure to arrive intact.
What to export before you switch
Case identifiers, marks, classes, territories and current statuses.
Owners, clients and responsible attorneys.
Official deadlines and renewals already on the calendar.
Key documents or a clear plan for what moves later.
From Excel or a legacy program
Normalise columns before import: one row per right or file, consistent dates.
Validate a pilot set of files with the team before loading the full portfolio.
Keep the old system read-only for a short overlap until confidence is high.
If you are leaving Apiges
Treat Apiges as a source of structured history, not as something to “defeat”.
Prioritise active files and near-term deadlines first, then historical depth.
Piro supports a guided migration so watching and dockets come online together.
Plan your migration with Piro
Talk to us about importing from Excel or your current industrial property program.