[ Action Step to Full Data Export ]

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.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

​

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 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.

Because data is extracted from Action Step via the internet, the migration can be run from any suitable location.

A member of the firm will need to complete a small spreadsheet mapping users from Action Step to users in the new system.

​

​

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.

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 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.

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.

​

​

​

With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Action Step, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.