When Connecticut’s Berchem Moses PC, a firm of nearly 40 attorneys and 60 staff serving clients across a dozen practice areas, decided to modernize its document management system, success hinged on precise planning and a trusted partner. Circle Management Group (CMG) proved indispensable, guiding the migration from Worldox to NetDocuments and handling the transition of over two million documents with expert care.
By bringing in CMG’s team, led by industry veteran Kelly Plunkett, Berchem Moses ensured that every detail, from workflow customization to staff training, was thoughtfully managed. The result was a remarkably smooth transition with zero downtime, uninterrupted client service, and enthusiastic firm-wide adoption.
“We were never locked out, and all documents changed over the six days were migrated once NetDocuments was live… There was no way an extended period without access would work, so CMG’s interim solution was exactly what we needed for everyone to continue working and serving our clients. We didn’t encounter any major issues, and the project went smoother than I thought it would.”
— John Krouzil, Firm Administrator
Why CMG Delivers Flawless Law Firm Technology Projects
- Comprehensive Planning: Every transition detail is mapped, minimizing disruption and maximizing efficiency
- Expert Project Management: Dedicated consultants guide projects, solve challenges in real time, and ensure deadlines are met
- Seamless Data Migration: Millions of documents transferred securely, maintaining access and data integrity at all times
- Proactive, Tailored Support: Training sessions before, during, and after go-live; readily available experts for any user question
- A Proven Track Record: Dozens of law firms trust CMG as their legal technology partner, delivering value, reassurance, and success
Berchem Moses’s story is proof: with the right team, software migrations do not have to be stressful or risky.
Read the full Berchem Moses Case Study PDF to see how CMG can orchestrate your law firm’s next transformation without putting out fires.
Connect with CMG today and experience what dedicated legal technology consulting can accomplish for your firm.
