What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users | |
Text Snippets | |
Text Snippets <=> User Assignments |
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 Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Matter Trust Account Balances | |
Invoices | |
Invoices <=> Matter Relationships | |
Time Entries (Unbilled) | |
Expense Entries (Unbilled) |
Documents
Document Categories | |
Folders | |
Documents | |
Document Comments | |
Document Versions: Current Version |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Custom Field Groups | |
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 |
General Ledger
Bank Accounts |
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.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.
Firm Decision Maker
A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.
Low Firm Preparation
(<1 day but may vary)
Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.
MSSQL Database Backup
Your migration consultant will need a database backup of this app's database.
Your IT Provider will need to either provide access to the backup or enable your migration consultant to make the backup themself. The backup will be a Microsoft SQL Server database backup in either BAK or BACPAC format.
Migration Workstation
(if migrating documents)
If documents are part of your migration, your migration, your IT provider will need to provision a dedicated Migration Workstation for exclusive use by your migration consultant (it cannot be shared by other staff members). It should be a robust computer with a high-speed connection to the internet and your documents.
File Server Access
(if migrating documents)
If documents are part of your migration, your IT provider will need to enable administrator access to your file server for your migration consultant.
Database Server Access
(if migrating documents)
If documents are part of your migration, your IT provider will need to enable administrator access to your database server for your migration consultant.
Entry-Level Consultant Required
Migrations from this system are suitable for entry level migration consultants.
Low Consultant Preparation
(0-2 days but may vary)
Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.
Cleanup: Custom Fields
Firms migrating from this system typically have hundreds of unused custom fields.
Your consultant will need to work with you to trim out unnecessary and junk custom fields that are not used.
Starting at $2500 + Consultant Fees
Migrations from this system typically include a $2500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.