Moving off Newforma without losing a decade of correspondence

A practical migration checklist for teams switching correspondence tools mid-portfolio — without dropping history.

Migrating correspondence is less about export buttons and more about preserving the relationships between messages, projects and decisions.

We’ve seen this play out across hundreds of projects: the teams that handle correspondence deliberately spend less time hunting and more time building. The rest inherit a mess they only notice when a claim lands.

Where teams get stuck

Most tools assume someone will keep them tidy. People won’t — not under deadline. The trick is to make the right structure the path of least resistance.