Migrate from Action Step

Universal Migrator makes leaving Action Step easy.

Are you a consultant or migration department?

What migrates from Action Step?

Universal Migrator transfers all the following data and more.

Firm Data

	Practice Areas
	Users
	User Categories
	User Categories <=> Participating User Relationships

Contact Data

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact Notes

Billing Data

	Invoices
	Invoices <=> Matter Relationships
	Time Entries (Billed)
	Time Entries (Unbilled)
	Expense Entries (Billed)
	Expense Entries (Unbilled)
	Rate Classes

	Communications
	Communications <=> Document Relationships (Attachments)
	Communications <=> Matter Relationships
	Communications <=> Participating Email Address Relationships

Other Data

More Available on Request

Custom Fields

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

Matter Data

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

Documents

	Document Folders
	Documents
	Document Versions: Current Version

Task Data

	Task Entries
	Task Entries <=> Assigned to Contact Relationships
	Task Entries <=> Assigned to User Relationships
	Task Entries <=> Related Matter Relationships

Where can I migrate Action Step to?

1/19

Migrate from Action Step to Action Step

Choose

Migrate from Action Step to Box

Choose

Migrate from Action Step to Centerbase

Choose

Migrate from Action Step to Clio Manage

Choose

Migrate from Action Step to Dropbox

Choose

Migrate from Action Step to Gladiate

Choose

Migrate from Action Step to Google Drive

Choose

Migrate from Action Step to Lawmatics

Choose

Migrate from Action Step to Litify

Choose

Migrate from Action Step to Microsoft SQL Server Universal DB

Choose

Migrate from Action Step to MyCase

Choose

Migrate from Action Step to NetDocuments

Choose

Migrate from Action Step to OneDrive

Choose

Migrate from Action Step to Rocket Matter

Choose

Migrate from Action Step to Server Drives

Choose

Migrate from Action Step to Smokeball

Choose

Migrate from Action Step to Soluno

Choose

Migrate from Action Step to SQLite Universal DB

Choose

Migrate from Action Step to Sync.com

Choose

Your app not listed? Request a new destination.

What Should I Expect When Migrating?

Have more questions? Get in-depth answers from a member of our team.

Free Zoom Consultation

Are you a consultant or migration department?

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 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.

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.

Free Zoom Consultation

Are you a consultant or migration department?

Quick Migration

(0-2 days but may vary)

Once the migration starts, migrations from this system tend to complete very quickly. During this time, your firm may still look at your legacy system but no data should be added or modified. Migrations taking longer than a few hours often take place during the evening or over weekends.

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.

Legacy Admin Credentials

Your migration consultant will need an Administrator username and password into this application in order to extract your data.

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.

$3500 + Consultant Fees

Migrations from this system typically include a $3500 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.