What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
![]() | Users |
Contacts
![]() | Contacts |
![]() | Contact Addresses: Email Addresses |
![]() | Contact Addresses: Phone Numbers |
![]() | Contact Notes |
Billing / AR
![]() | Invoices |
![]() | Invoices - Payments |
![]() | Invoices - Payments - Allocations |
![]() | Invoices <=> Matter Relationships |
![]() | Time Entry Categories |
![]() | Time Entries (Billed) |
![]() | Time Entries (Unbilled) |
![]() | Expense Entry Categories |
![]() | Expense Entries (Billed) |
![]() | Expense Entries (Unbilled) |
![]() | Communications |
![]() | Communications <=> Matter Relationships |
![]() | Communications <=> Participating Contact Relationships |
![]() | Communications <=> Participating User Relationships |
Tasks & To-Dos
![]() | Task Entries |
![]() | Task Entries <=> Assigned to User Relationships |
![]() | Task Entries <=> Related Matter Relationships |
Custom Fields
![]() | Custom Field Definitions |
![]() | Matter Custom Field Values |
Matters
![]() | Matters |
![]() | Practice Areas |
![]() | Matter Stages |
![]() | Matter Custom Field Values |
![]() | Matter Notes |
![]() | Matters <=> Participating Contact Relationships |
![]() | Matters <=> Participating User Relationships |
Documents
![]() | Document Categories |
![]() | Folders |
![]() | Folder Comments |
![]() | Documents |
![]() | Document Comments |
![]() | Document Versions: Current Version |
Calendar & Events
![]() | Calendar Entries |
![]() | Calendar Entries <=> Participating User Relationships |
![]() | Calendar Entries <=> Related Matter Relationships |
Need More?
![]() | More Available on Request |
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.

Migrate like MedTech.
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.
Universal Migrator facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.