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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Invoices
Time Entries (Unbilled)
Expense Entries (Unbilled)

Calendar & Events

Calendar Entries
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Need More?

More Available on Request

Custom Fields

Custom Field Definitions
Contact Custom Field Values

Matters

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

Documents

Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions

Tasks & To-Dos

Task Entries
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.

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 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.

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