What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
 | Users |
| User Categories |
| User Categories <=> Participating User Relationships |
| Text Snippets |
| Text Snippets <=> User Assignments |
Contacts
| Contacts |
| Contact Addresses: Email Addresses |
| Contact Addresses: Postal Addresses |
| Contact Addresses: Phone Numbers |
| Contact Addresses: Websites |
| Contact Addresses: Social Media Accounts |
| Contact <=> Contact Relationships |
| Contact Custom Field Values |
| Contact Notes |
| Contact Trust Account Balances |
Billing / AR
| Contact Trust Account Balances |
| Matter Trust Account Balances |
| Invoices |
| Invoices - Payments |
| Invoices - Payments - Allocations |
| Invoices <=> Contact Relationships |
| Invoices <=> Matter Relationships |
| Time Entry Categories |
| Time Entries (Billed) |
| Time Entries (Unbilled) |
| Expense Entry Categories |
| Expense Entries (Billed) |
| Expense Entries (Unbilled) |
| Flat Fee Categories |
| Flat Fees (Billed) |
| Flat Fees (Unbilled) |
| Rate Classes |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions | |
Document Version Comments |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Reminders
Reminders | |
Reminders <=> Participating Contact Relationships | |
Reminders <=> Participating Email Address Relationships | |
Reminders <=> Participating User Relationships | |
Reminders <=> Related Calendar Entries | |
Reminders <=> Related Task Entries |
Need More?
More Available on Request |
Custom Fields
| Custom Field Definitions |
| Custom Field Picklist Items |
| Custom Field Groups |
| Contact Custom Field Values |
| Matter Custom Field Values |
Matters
| Matters |
| Practice Areas |
| Matter Stages |
| Matter Custom Field Values |
| Matter Notes |
| Matter Trust Account Balances |
| Matters <=> Originating User Relationships |
| Matters <=> Participating Contact Relationships |
| Matters <=> Participating User Relationships |
General Ledger
| Bank Accounts |
| Communications |
| Communications <=> Document Relationships (Attachments) |
| Communications <=> Matter Relationships |
| Communications <=> Participating Contact Relationships |
| Communications <=> Participating User Relationships |
Tasks & To-Dos
| Task Entries |
| Task Entries <=> Assigned to Contact Relationships |
| Task Entries <=> Assigned to User Relationships |
| Task Entries <=> Related Matter Relationships |
Personal Injury
| Damages |
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.