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Migrate from Case Peer

Universal Migrator makes leaving Case Peer easy.

What migraties from Case Peer?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Calendar Data

Calendar Entries
Calendar Entries <=> Related Matter Relationships

Other Data

More Available on Request

Custom Fields

Custom Field Definitions
Matter Custom Field Values

Matter Data

Matters
Matter Stages
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Task Data

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Where can I migrate Case Peer to?

Case Peer
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Animated Chevron (1).gif

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What a Migration Specialist Should Know

about 

Case Peer

Case Peer is a:

Browser-Based Application


This means that firm members can typically access Case Peer from anywhere with an internet connection. When they need to use Case Peer, they enter Case Peer credentials into a Case Peer website and are able to access all their data from there.

Universal Migrator extracts data from Case Peer via:

CSV Exports

The following credentials are required:

Admin Case Peer Credentials


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

The computer used to migrate from Case Peer:

Can be located Anywhere


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

The following people are required for a migration from Case Peer:

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.

In order to migrate from Case Peer:

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 Peer to users in the new system.

To migrate from Case Peer, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Case Peer are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

Zero Downtime.

Universal Migrator is 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.

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.

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

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