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 |
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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.
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.
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