top of page

Migrate from RocketMatter NextGen

Universal Migrator makes leaving RocketMatter NextGen easy.

What migrates from RocketMatter NextGen?

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 Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Invoices
Invoices <=> Matter Relationships
Time Entry Templates
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Templates
Expense Entries (Billed)
Expense Entries (Unbilled)

Email

Communications
Communications <=> Matter Relationships
Communications <=> Participating Email Address Relationships

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
Custom Field Groups <=> Related Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

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

Calendar & Events

Calendar Entries
Calendar Entries <=> Participating Email Addresses
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Need More?

More Available on Request

Where can I migrate RocketMatter NextGen to?

RocketMatter NextGen
Animated Chevron (1).gif
Animated Chevron (1).gif

Your app not listed?  Request a new destination.

What a Migration Specialist Should Know

about 

RocketMatter NextGen

RocketMatter NextGen is a:

Browser-Based Application


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

Universal Migrator extracts data from RocketMatter NextGen via:

Non-API Connections

Other Notes:

Moving Everything is Easier (and Cheaper!)


Universal Migrator has heavily automated the process of moving data from RocketMatter NextGen. Because of this, it is often easier and cheaper for a consultant to move all the data from RocketMatter NextGen instead of just some of the data.

Save Money by Hiring a Data+Document Specialist


If someone came to a law firm and said "I have a simple issue. What will it cost to represent me?" most firms could provide a competitive, ball-park estimate.

However, if someone else had the same issue, but wanted two firms to each handle half the project, and wanted the two firms to coordinate with each other, and wanted everything the two firms did to perfectly align with each other, the simple issue would be way more complex and expensive.

Document Migrations are similar.

While many companies provide free data migrations (contacts, matters, notes, etc.), if you intend to migrate documents, the document migration will often be much cheaper if you have the document migrator do the data migration as well.

(Most document migrators provide free data migrations and provide a discount on the document migration if they do the free data migration.)

Document Name Humanization


In RocketMatter NextGen'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 RocketMatter NextGen.

The following credentials are required:

Admin RocketMatter NextGen Credentials


The Migration Specialist will need an Administrator username and password into RocketMatter NextGen in order to extract your data.

The computer used to migrate from RocketMatter NextGen:

Can be located Anywhere


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

The following people are required for a migration from RocketMatter NextGen:

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 RocketMatter NextGen:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from RocketMatter NextGen, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for RocketMatter NextGen 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 is 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

bottom of page