Law firms have a professional duty to protect their clients' most sensitive information, and this obligation doesn't stop during an office move. Document management systems (DMS), privileged communications, client matter files, and billing systems all need to be handled with care to ensure confidentiality and business continuity throughout the relocation.
Law societies across Canada require legal professionals to safeguard client matter files and any technology storing, processing, or transmitting privileged information. Mishandling of IT equipment during a move, without proper chain-of-custody controls and accountability, could potentially breach professional obligations, even if no data is disclosed.
CrownTECH® applies specific controls to law firm IT relocations that are not part of standard corporate moves. No client matter files are touched by our staff. Access to privileged data devices is restricted to named crew members only, and chain of custody is meticulously documented throughout the move. A post-move accountability report confirms all privileged-data devices are accounted for.

Privilege-aware process. DMS specialist experience. Matter continuity planning. Fixed pricing.
Get a Free AssessmentWe have extensive experience with server relocation across major legal DMS platforms. We specialize in safely moving iManage, NetDocuments, OpenText eDOCS, Worldox, and SharePoint-based DMS systems, ensuring their integrity and continuity.
| DMS Platform | Server Relocation Approach | Key Considerations |
|---|---|---|
| iManage Work | On-premise servers decommissioned, anti-static transport, and full recommission with integrity check. | FileSite/Work integration with Outlook; workspace connectivity |
| NetDocuments | Cloud-native; no server move required. Verifying network connectivity and SSO. | Sync client re-authentication; CDN latency |
| OpenText eDOCS / Hummingbird DM | SQL Server database backup and integrity check pre-move. Formal shutdown and recommission. | SQL Server dependencies; full-text index rebuild timing |
| Worldox | Full backup verification; anti-static transport; client config updates. | Index integrity; client configuration updates |
| SharePoint-based DMS | Standard server protocols with specific SharePoint post-move checks. | Service account config; content database integrity |
We plan your move around active matters, court deadlines, and transaction closing schedules to ensure minimal disruption.
During the pre-move scoping phase, CrownTECH® identifies litigation teams with upcoming court deadlines, filing obligations, or discovery requirements. We carefully schedule these teams to ensure that their practice areas are either moved last or kept operational the longest, allowing for minimal disruption during the relocation. In cases where this isn’t possible, we provide temporary remote Document Management System (DMS) access to ensure uninterrupted workflow during the transition window.
For corporate transactions with significant upcoming closing dates or regulatory filing deadlines, we proactively identify these high-priority matters during the scoping phase. CrownTECH® ensures the move plan is aligned with these important deadlines, minimizing downtime for deal teams and keeping them fully operational during critical transaction periods. Our team coordinates closely with your corporate group leads to make sure no disruption affects the transaction process.
The Document Management System (DMS) is a core infrastructure that lawyers rely on to manage critical documents and client communications. CrownTECH® places the restoration of your DMS servers at the very top of our priority list during the move, ensuring that the system is fully operational and accessible before your legal teams arrive on Monday morning. Lawyers return to their desks without encountering any downtime or system unavailability.
We serve national law firms, regional boutiques, and specialty practices across Canada's legal centres, including:
Law firms have strict obligations to protect client confidentiality. CrownTECH® ensures that privileged data is handled by identified personnel, and chain-of-custody protocols are followed to meet law society requirements during every relocation.
CrownTECH® guarantees DMS server restoration is Tier 1, with backup verification before shutdown. The integrity of databases and document libraries is verified before the system is returned to production.
Yes, we identify litigation teams with upcoming court dates during pre-move scoping and ensure their systems are operational before deadlines, either by keeping practice areas operational longer or providing temporary remote access.
We ensure that we restore time and billing systems like Elite 3E, Aderant, and PCLaw before lawyers arrive on Monday, following a formal restoration protocol.
Yes. We handle multi-office relocations by maintaining connectivity between relocating and non-relocating sites, ensuring seamless transitions for national firms.
Privilege-aware process. DMS specialist. Matter continuity planning. Fixed pricing after site assessment.
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