Export From
CollectMax
Universal Migrator makes leaving CollectMax easy.
All of the following exports from CollectMax:
Firm Data
Users | |
User Categories | |
User Categories <=> Participating User Relationships |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Invoices | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Flat Fee Categories | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entry Custom Field Values | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Fields
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Values | |
Calendar Entry Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Definitions | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts | |
Chart of Accounts | |
Transactions | |
Activities |
Need More?
More Available on Request |
Who do you want to do your export?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of exports? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove exports start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick an export date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest export you've ever had.
"Write a check and get it done."
Most partners deliver full exports within 72 hours of being hired.