For more complex installations across several modules, contact Mitratech documentation at documentation@mitratech.com for the Module Upgrade Detailed Matrix.

The following information details upgrades for users first upgrading to the 5.x product line. Users who are already on 5.0 (or later 5.0.x releases) can download the relevant Legal and Financial Management versions via Available Updates.

Use this page if you have a version of Legal Matter Management prior to 5.0 and are upgrading to the following versions:

•TeamConnect Enterprise 5.0

•TeamConnect Legal Matter Management 5.0

•TeamConnect Financial Management 5.0

Following these steps to upgrade:

1.Upgrade to TeamConnect Enterprise 5.0.

Note: You may run into validation errors that you need to correct before continuing.

2.Restart your application server.

3.Upgrade to Legal Matter Management 5.0.

After correcting conflicts, re-run the Upgrade Toolkit.

Note: If the tool fails, review the error log to identify the necessary fix and report errors to Mitratech support.

4.Restart your application server.

5.Install Financial Management 5.0 and any other modules from the About page. Each time you install a new product, restart you application server.

6.Configure Financial Management.

7.Proceed upgrading as desired.