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Migrate from Aderant Expert

Universal Migrator makes leaving Aderant Expert easy.

What migrates from Aderant Expert?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Matter Data

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

Other Data

More Available on Request

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Notes

Billing Data

Invoices
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Templates
Expense Entries (Billed)
Expense Entries (Unbilled)

Where can I migrate Aderant Expert to?

Aderant Expert
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Animated Chevron (1).gif

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What a Migration Specialist Should Know

about 

Aderant Expert

Aderant Expert is a:

Desktop-Based Application


This means Aderant Expert typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Aderant Expert on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Aderant Expert. In this scenario, some people may say that Aderant Expert runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from Aderant Expert via:

Database Connections

Aderant Expert uses the following database backend:

Microsoft SQL Server

The following credentials are required:

Admin Aderant Expert Credentials


The Migration Specialist will need an Administrator username and password into Aderant Expert in order to extract your data.

Admin Credentials into the Aderant Expert Database Server


The Migration Specialist will need the Administrator username and password into the Aderant Expert database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

The computer used to migrate from Aderant Expert:

Can be located Anywhere


Because data is extracted from the Aderant Expert database, the migration can be run from anywhere with access to a backup of the database.

The following people are required for a migration from Aderant Expert:

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.

Firm IT Administrator


The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

In order to migrate from Aderant Expert:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Aderant Expert, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Aderant Expert are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

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 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.

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.

Zero Headaches.

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

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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