Migrate Into ActionStep
Universal Migrator accelerates and automates migrating into ActionStep.
All these Apps migrate to ActionStep
We add new systems all the time. Need a different one? Contact Us.
What migrates into ActionStep?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Matters
Matters | |
Practice Areas | |
Matter Notes | |
Matters <=> Originating Contact Relationships | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating Email Address Relationships | |
Communications <=> Participating User Relationships |
Need More?
More Available on Request |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Notes |
Billing / AR
Invoices | |
Time Entries (Unbilled) | |
Expense Entries (Unbilled) | |
Flat Fees (Unbilled) |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
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.


4 Staff


100+ Staff


7 Locations


14 Locations


800,000+ Documents


300,000 Documents


10,000,000+ Documents


4 Locations


8 Staff


100+ Staff


2 Locations


1000+ Attorneys