Migrate from Case Advantage
Universal Migrator makes leaving Case Advantage easy.
What migrates from Case Advantage?
Universal Migrator transfers all the following data and more.
Firm Data
Firm Locations | |
User Locations | |
Users | |
Note Categories |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Definitions | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
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What a Migration Specialist Should Know
about
Case Advantage
Case Advantage is a:
This means Case Advantage typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Case Advantage 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 Case Advantage. In this scenario, some people may say that Case Advantage runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Desktop-Based Application
Universal Migrator extracts data from Case Advantage via:
Database Connections
Case Advantage uses the following database backend:
Microsoft SQL Server
Other Notes:
In Case Advantage, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.
Contact Name Assist
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Case Advantage in order to extract your data.
Admin Case Advantage Credentials
The Migration Specialist will need the Administrator username and password into the Case Advantage database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the Case Advantage Database Server
The computer used to migrate from Case Advantage:
Because data is extracted from the Case Advantage database, the migration can be run from anywhere with access to a backup of the database.
Can be located Anywhere
In order to migrate from Case Advantage:
A member of the firm will need to complete a small spreadsheet mapping users from Case Advantage to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
The following people are required for a migration from Case Advantage:
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
The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.
Firm IT Administrator
To migrate from Case Advantage, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Case Advantage are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
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 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.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.
1000+ Attorneys
300,000 Documents
100+ Staff
100+ Staff
4 Staff
8 Staff
800,000+ Documents
7 Locations
14 Locations
2 Locations
4 Locations
10,000,000+ Documents