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Migrate from Firm Central

Universal Migrator makes leaving Firm Central easy.

What migrates from Firm Central?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users
Text Snippets

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact <=> Contact Relationships
Contact Custom Field Values
Contact Notes
Contact Trust Account Balances
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Contact Trust Account Balances
Matter Trust Account Balances
Invoices
Invoices <=> Matter Relationships
Time Entry Templates
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Templates
Expense Entries (Billed)
Expense Entries (Unbilled)

General Ledger

Bank Accounts
Chart of Accounts
Transactions
Activities

Calendar & Events

Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Need More?

More Available on Request

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
Matter Custom Field Values
Matter Notes
Matter Trust Account Balances
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Accounts Payable

Vendor Bills
Vendor Bill Payments
Vendor Payment Allocations

Documents

Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions

Tasks & To-Dos

Task Entries
Task Entries <=> Assigned to Contact Relationships
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Where can I migrate Firm Central to?

Firm Central
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What a Migration Specialist Should Know

about 

Firm Central

Firm Central is a:

Browser-Based Application


This means that firm members can typically access Firm Central from anywhere with an internet connection. When they need to use Firm Central, they enter Firm Central credentials into a Firm Central website and are able to access all their data from there.

Universal Migrator extracts data from Firm Central via:

Non-API Connections

Other Notes:

Contact Name Assist


In Firm Central, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.

Document Name Humanization


In Firm Central's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Firm Central.

The following credentials are required:

Admin Firm Central Credentials (Dedicated)


The Migration Specialist will need an Administrator username and password into Firm Central in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.

The computer used to migrate from Firm Central:

Can be located Anywhere


Because data is extracted from Firm Central via the internet, the migration can be run from any suitable location.

The following people are required for a migration from Firm Central:

Migration Specialist


The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator


The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

In order to migrate from Firm Central:

The Firm Administrator must complete a User Mapping spreadsheet.


A member of the firm will need to complete a small spreadsheet mapping users from Firm Central to users in the new system.

To migrate from Firm Central, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Firm Central are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

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.

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.

Zero Headaches.

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

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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