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Migrate From

Aderant Expert to Clio Manage

Free Zoom Consultation

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
Invoices <=> Matter Relationships
Time Entries (Unbilled)
Expense Entry Templates
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 Notes
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Comments
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.

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.

Firm Homework

A member of your firm will likely be assigned a few tasks that will be necessary for an optimal migration experience.

Varying Firm Preparation

Your firm will need to commit time answering questions/coordinating with your migration consultant. The amount of time will vary based on the complexity of your firms data, the amount of data there is, and how well-organized/clean the data is.

MSSQL Database Backup

Your migration consultant will need a database backup of this app's database.
Your IT Provider will need to either provide access to the backup or enable your migration consultant to make the backup themself. The backup will be a Microsoft SQL Server database backup in either BAK or BACPAC format.

Database Server Access

Your IT provider will need to enable administrator access to your database server for your migration consultant.

Senior Consultant Required

Migrations from this system should only be performed by senior migration consultants.

High Consultant Preparation

(7+ days but may vary)

Your migration consultant may need a longer period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.

TeamViewer

(Consultant Software)

Your migration consultant will generally need remote access software (we recommend TeamViewer) in order to work with copies of your firm's data.

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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