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

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
	Matters Notes
	Matters <=> Participating Contact Relationships
	Matters <=> Participating User Relationships

Documents

	Document Folders
	Documents
	Document Versions: Current Version

Where can I migrate Action Step to?

1/10

1/1

Migrate to Action Step

1/1

Migrate to Clio Manage

1/1

Migrate to Litify

1/1

Migrate to NetDocuments

1/1

Migrate to Smokeball

1/1

Migrate to Centerbase

1/1

Migrate to Lawmatics

1/1

Migrate to MyCase

1/1

Migrate to Rocket Matter

1/1

Migrate to Soluno

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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 optimized to facilitate seamless migrations.
You will never be unable to work and you will always have access to your data completely through the migration experience.

Zero Headaches

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free 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.