1
Interested in a trial?
If you’ve combed through the SuiteFiles website or are fresh out of a demo, you may be looking to request a trial. At this stage, you should click on the free trial button and meet with one of our friendly sales reps.2
Get prepped
Once you’ve decided to go ahead with a trial, its time to set up a SuiteFiles account where we can store your files.3
Decide what you want to migrate
At this stage you’ll decide what data you want to bring across to your trial. It might be only current clients’ files, the last 3 years’ worth of files, or everything!4
Book a migration inspection
If you’ve decided to migrate your files, book in a file inspection with our team and we’ll plan out your migration so that you’ve got everything you need to get the most out of your trial.5
Sign the migration agreement
We'll send an agreement with all the details, including what data we'll bring across and the date. Click to sign and we're good to go.6
Files are moved!
Sit back and relax because we'll be moving all of your files without you having to lift a finger.