We migrate your client records, case history, and documents from spreadsheets, CaseEasy, or any other system — free, with our team handling everything, and zero downtime to your practice.
The number one reason immigration consultants don't switch to purpose-built software isn't price or features — it's the fear of losing years of client history. Moving a practice with 300 active clients and thousands of documents feels like a project that could take months and disrupt everything in between.
That fear is understandable. It's also unfounded when you migrate to VisaNauta. Our migration team has moved practices from every major system and from raw spreadsheet chaos. The process is handled for you, on a timeline that fits your schedule, and your old data is never deleted until you confirm everything is correct.
Book a free migration call with the VisaNauta team. Share the format your data lives in — a spreadsheet export, a CaseEasy backup, a folder of PDFs, or a mix of everything. We've handled every scenario. We scope the migration in the same call and give you a timeline.
Our migration team converts your existing client records, case data, and documents into VisaNauta format. We map your fields to our schema, handle deduplication, and import historical case notes and documents into the correct client files. You review a sample before we run the full migration.
We give you access to a staging environment with your migrated data before anything goes live. You walk through your top client files, verify the data looks correct, and sign off. We make any adjustments needed until you're satisfied. Only then do we cut over to production.
Your VisaNauta account goes live with your full history intact. Your old system stays available in read-only mode for 30 days so you can look up anything you need during the transition. Most practices are fully operational in VisaNauta within one business day of the migration completing.
If your data exists in a structured format, we can import it. If you're not sure, ask us.
The first 150 RCICs on VisaNauta receive white-glove migration support, including a dedicated migration call within 48 hours of signup and a personal review of the first 20 client files before go-live. Founding pricing is locked in for life — no price increases, ever.
Start your free trial and book your migration call. We'll handle the rest.