Migrate From
Caret Legal
Universal Migrator makes leaving CARET Legal easy.
Where do you want to migrate Caret Legal to?
Who do you want to do your migration?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of projects? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove implementations start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick a migration date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest migration you've ever had.
"Write a check and get it done."
Most partners deliver full implementations within 72 hours of being hired.
What a Migration Specialist Should Know
about
Caret Legal
Caret Legal is a:
This means that firm members can typically access Caret Legal from anywhere with an internet connection. When they need to use Caret Legal, they enter Caret Legal credentials into a Caret Legal website and are able to access all their data from there.
Browser-Based Application
Universal Migrator extracts data from Caret Legal via:
Non-API Connections
Other Notes:
In Caret Legal's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Caret Legal.
Document Name Humanization
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Caret Legal in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.
Admin Caret Legal Credentials (Dedicated)
The computer used to migrate from Caret Legal:
Because data is extracted from Caret Legal via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Caret Legal:
A member of the firm will need to complete a small spreadsheet mapping users from Caret Legal to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Caret Legal includes:
Documents saved under Matters
Copies of Invoices / Statements
Email Attachments
Backing up communications from Caret Legal includes:
When Caret Legal stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.
Email Communications
Inside of Caret Legal, users have the ability to store phone call notes/logs that keep track of who was on the call and what was discussed. This information can be backed up and transferred to compatible systems.
Phone Call Logs / Summaries
The following people are required for a migration from Caret Legal:
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.
Migration Specialist
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.
Firm Administrator
To migrate from Caret Legal, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Caret Legal are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
