Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
What a Migration Specialist Should Know
about
Case Advantage
Case Advantage is a:
Desktop-Based Application
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.
Case Advantage is a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from Case Advantage via:
Database Connections
Case Advantage uses the following database backend:
Microsoft SQL Server
Other Notes:
Contact Name Assist
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.
The following credentials are required:
Admin Case Advantage Credentials
The Migration Specialist will need an Administrator username and password into Case Advantage in order to extract your data.
Admin Credentials into the Case Advantage Database Server
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.
The computer used to migrate from Case Advantage:
Can be located Anywhere
Because data is extracted from the Case Advantage database, the migration can be run from anywhere with access to a backup of the database.
In order to migrate from Case Advantage:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Case Advantage to users in the new system.
The following people are required for a migration from Case Advantage:
Migration Specialist
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.
Firm Administrator
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 IT 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.
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
