ComplyAny Questions & Answers

If you are transitioning from a different legal compliance application to ComplyAny, the first step is to gain a proper understanding of the data that is currently existing in your system. Create a comprehensive list of all major records such as clients, cases, and compliance files. Before the transition, make sure that you have already deleted any duplicate or outdated data. After that, determine how the data fields of the old records will correspond to the system of ComplyAny and take a full backup. Instead of a one-time migration, carry it out in small steps to prevent errors. After the migration, make sure to perform a thorough check on the data to see if it is correct and secure. If necessary, run both systems together for a short period. Lastly, conduct training for the users and keep an eye on the system so that any problems can be resolved promptly.