BillQuick

This means BillQuick typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts BillQuick on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access BillQuick. In this scenario, some people may say that BillQuick runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Financial management systems are optimized around billing, invoicing, and accounting.

Universal Migrator retrieves data from BillQuick through direct database connections. You will enter database connection credentials into Universal Migrator to ingest the data.

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The Migration Specialist will need an Administrator username and password into BillQuick in order to extract your data.

Because data is extracted from the BillQuick database, the migration can be run from anywhere with access to a backup of the database.

A member of the firm will need to complete a small spreadsheet mapping users from BillQuick to users in the new system.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including BillQuick, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.