Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
What a Migration Specialist Should Know
about
Action Step
Action Step is a:
Browser-Based Application
This means that firm members can typically access Action Step from anywhere with an internet connection. When they need to use Action Step, they enter Action Step credentials into a Action Step website and are able to access all their data from there.
Action Step is a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from Action Step via:
API Connections
Other Notes:
Document Name Humanization
In Action Step'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 Action Step.
The following credentials are required:
Admin Action Step Credentials (Dedicated)
The Migration Specialist will need an Administrator username and password into Action Step in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.
The computer used to migrate from Action Step:
Can be located Anywhere
Because data is extracted from Action Step via the internet, the migration can be run from any suitable location.
In order to migrate from Action Step:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Action Step to users in the new system.
Backing up documents from Action Step includes:
Documents saved under Matters
Email Attachments
Backing up communications from Action Step includes:
Email Communications
When Action Step stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.
Text Messages
When Action Step stores text messages, it keeps key information like to/from/message. This information can be backed up and transferred to compatible systems.
The following people are required for a migration from Action Step:
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.
To migrate from Action Step, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Action Step are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
