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 another IP program
Treat your current system as a source of structured history.
Prioritise active files and near-term deadlines first, then historical depth.
Piro supports a guided migration so watching and dockets come online together.
Reconcile deadlines at cutover
Compare every open deadline before and after loading, including its source date, calculation rule, owner and reminders. Keep a parallel control until the team validates the result.
Record imported, rejected and unresolved rows. Do not retire the previous source until active matters and upcoming deadlines reconcile.
Official sources
Frequently asked questions
Which records should move first?
Prioritise active matters, watched marks, owners and approaching deadlines. Historical depth can follow after operational data is reconciled.
When is it safe to retire the previous source?
After counts, relationships, active rules and open deadlines have been reconciled and the team has validated a representative sample.