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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contact Data

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

Documents

Document Folders
Documents
Document Versions: Current Version

Other Data

More Available on Request

Custom Fields

Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matter Data

Matters
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Task Data

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.

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.

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.

Migration Workstation

(if migrating documents)

If documents are part of your migration, your migration, your IT provider will need to provision a dedicated Migration Workstation for exclusive use by your migration consultant (it cannot be shared by other staff members). It should be a robust computer with a high-speed connection to the internet and your documents.

File Server Access

(if migrating documents)

If documents are part of your migration, your IT provider will need to enable administrator access to your file server for your migration consultant.

Database Server Access

(if migrating documents)

If documents are part of your migration, your IT provider will need to enable administrator access to your database server for your migration consultant.

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.

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