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Export From

Lead Docket

Universal Migrator makes leaving LeadDocket easy.

All of the following exports from Lead Docket:

Firm Data

Firm Locations
Matter Locations
Users
Tags

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes
Contact Tags

General Ledger

Chart of Accounts
Activities

Email / Chat / SMS

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

Need More?

More Available on Request

Custom Fields

Custom Object Field Definitions
Custom Object Field Picklists
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Stages
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Folders
Documents
Document Versions: Current Version

Calendar & Events

Custom Objects

Custom Object Definitions
Custom Object Field Definitions
Custom Object Field Picklists

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.

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