Your practice-management software is aging out.
Your matter history and trust ledgers can't afford to.

State bar rules commonly require trust-account records to be kept for years after the events they record — Washington and New York, for example, each require seven. Check your own state's rule (this isn't legal advice). The practical consequence: retiring the software does not retire the record-keeping duty, which is why full trust-ledger extraction and a searchable archive are the center of our legal work rather than an add-on.

The vendor's own End of Version Support FAQ warns that unsupported versions are “vulnerable to data corruption, broken links, and integration issues” — that's the vendor describing its own product after your version's date passes. The software won't stop on a date; the safety net under it does. A validated extraction taken while everything is healthy is the cheap insurance.

If their written scope covers what your firm needs, take it. Published transition scopes in this market typically carry contacts, matters, correspondence, and balances — and exclude documents not attached to matters, with historical trust detail varying by version and data habits. Get the exclusions in writing, then decide whether the gap matters. Full-fidelity extraction with a signed reconciliation — landed anywhere you choose — is what we sell when it does.