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Migrate From

Action Step to PowerBI

Free Zoom Consultation

What data migrates?

Universal Migrator transfers all the following data and more.

Custom Objects

Custom Object Definitions
Custom Objects
Custom Object Custom Field Values
Custom Object <=> Matter Relationships

Custom Fields

Custom Object Custom Field Values
Custom Field Definitions
Custom Field Groups
Custom Field Groups <=> Related Custom Field Definitions
Contact Custom Field Values

Matters

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

Documents

Folders
Documents
Document Versions: Current Version

Calendar & Events

Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating Email Addresses
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Need More?

More Available on Request

Firm Data

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

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Values
Contact Notes

Billing / AR

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

Email

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

Tasks & To-Dos

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

What Should I Expect When Migrating?

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

Free Zoom Consultation

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 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

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.

Starting at $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.

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