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 |
Matter Data
Matters | |
Matter Stages | |
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 |
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 |
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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.
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 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.
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