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.

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.

Because contacts coming from this system are not tracked as people or companies, AI will guess at the contact type. For ideal results, the firm should review these results and potentially standardize contact names before their data is migrated to a new platform.

Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.

Your migration consultant will need an Administrator username and password into this application in order to extract your data.

Migrations from this system are suitable for entry level migration consultants.

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.

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.