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Migrate from Action Step

Universal Migrator makes leaving Action Step easy.

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?

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Action Step
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What Should I Expect When Migrating?

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

Migrate like MedTech

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

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

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.

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.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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