NetDocuments to SharePoint Migration
Client: Global Immigration Partners
The Challenge
Global Immigration Partners stored its legal documents in NetDocuments and wanted them in Microsoft 365. The move had a hard deadline set by the end of the NetDocuments contract, and every file had to arrive with its structure and permissions intact. Several business systems also read and wrote documents through NetDocuments and had to keep working after the switch. Any gap risked staff losing access to client files or breaking processes in the middle of active immigration matters.
What We Built
Canviz designed a new SharePoint Online environment for the firm, including site schemas, naming standards, metadata and content types, role-based permissions built from user personas, search configuration, and archiving and retention policies. The team mapped NetDocuments content to the new structure, ran test migrations to validate the mapping, and rebuilt the integration points for about four external systems so they connected to SharePoint instead. After user acceptance testing, Canviz completed the final migration and cutover, then provided post-migration support along with how-to guides and FAQs for staff.
The Outcome
The firm moved off NetDocuments and now manages its documents in SharePoint Online alongside the rest of Microsoft 365. Files are organized under consistent standards, secured by role, and covered by retention policies, and the business systems that depended on NetDocuments kept working through the change. Consolidating on Microsoft 365 also removed a separate document management subscription from the firm's software stack, and staff had how-to materials and support from the first day.
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