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Document Migration to MyCase Drive- Existing Customers
Document Migration to MyCase Drive- Existing Customers

Need help understanding the best way to migrate documents for your firm? Contact MyCase support for additional help!

Written by Crystal Lindsey
Updated over a week ago

With MyCase Drive, migrating documents into MyCase is easier than ever. Simply drag'n'drop the contents of a folder from an explorer window into the case folder in MyCase Drive.

Best Practices for Migrating Documents:

  • Only migrate documents for active cases.

  • Migrate documents after business hours or on the weekend to ensure that no one is changing documents during migration.

  • Let your firm know when you are beginning the migration so that they do not make changes in your current system after migration is started.

  • If needed, break down the migration by practice area or teams to make it more manageable.

  • Make sure your firm knows once the migration is complete so they switch to only adding and editing files in MyCase.

This article outlines specific steps for existing customers to migrate documents into MyCase when they have already been using MyCase documents.

Step 1: Accessing your existing files

If you are currently storing you documents on a shared server or using a desktop application for Dropbox, OneDrive, or Google Drive, the migration process is simplified because you will be able to drag folders and files directly from a File Explorer window into the right case in MyCase Drive.

If you are storing your documents in a system that does not provide desktop access, like NetDocs or iManage or many legal practice management solutions, you will need to export those files and folders from your existing document management system and store them on your computer or a server.

Step 2: Separate existing MyCase files from migrated files

Existing customers often already have documents stored in MyCase, many of which are likely also stored in their existing document system. Therefore, care is recommended to make sure you can separate files that were in MyCase before you installed Drive and those you add after in order to reduce confusion.

We recommend creating an "Old MyCase" folder and putting all existing MyCase documents into that folder. This means that all documents that existed in MyCase before the migration would live in the "Old MyCase" folder. Often, these are files that 1) you shared with clients, 2) your clients shared with you, or 3) that were eSigned through MyCase.

Step 1: Add a folder named "Old MyCase" in the case within Drive.


Step 2: Move all contents of the case folder within Drive into the "Old MyCase" folder.


After everything has been moved into the "Old MyCase" folder, it will look like the image below. Please repeat this process for each case individually before migrating the documents from your source to Drive.

Screen Shot 2022-04-28 at 3.00.30 PM.png

You can then follow the migration instructions in Step 3 to move all folders/files from your existing system into the top-level MyCase case folder and use that as your primary folder structure within MyCase.

Step 3: Drag'n'drop folders into MyCase Drive

Once you have clearly separated the existing MyCase files from those you are migrating into the system, you can simply drag all the subfolders and files within the case folder in your existing system right into the corresponding case folder in MyCase.

We do not recommend dragging the main case folder from your current system into the MyCase Folder because you would then have an additional click to access all your files within the case.

Screen Shot 2022-04-29 at 8.18.16 AM.png

Drag the subfolders and files within the case folder in your existing system into the corresponding case folder in MyCase Drive.


You will need to repeat step 2 for each case into which you want to migrate documents. We recommend migrating documents for active cases.

If MyCase Drive identifies a duplicate file, you will be asked how you want to handle it. When prompted, we recommend choosing to NOT replace the document in MyCase so that clients are not notified of a new document version.

After dragging and dropping folders/files into MyCase Drive, you'll have the option to choose yes or no to overwrite all duplicate files in one click or you can step-through and review each duplicate file and determine if you want to create a new version or to not overwrite the file existing in MyCase. Again, we recommend choosing to NOT replace the document in MyCase so that clients are not notified of a new document version.

Regardless of your selection, MyCase will automatically create new folders and not change existing folders in MyCase.

NOTE: If you replace a document already in MyCase, a new version will be created. If the document is shared with a client, the client may get a notification that the document has been updated.


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