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Migrate From

Aderant Total Office to Action Step

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Matters

Matters
Practice Areas
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Email / Chat / SMS

Communications
Communications <=> Matter Relationships
Communications <=> Participating Email Address Relationships
Communications <=> Participating User Relationships

Need More?

More Available on Request

Contacts

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

Billing / AR

Time Entries (Unbilled)
Expense Entries (Unbilled)

Tasks & To-Dos

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

Ready to Start this Migration?

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