Migrate from CaseCloud by Mitratech
Universal Migrator makes leaving CaseCloud easy.
What migrates from CaseCloud?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
Note Categories |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Contact Notes |
Billing / AR
Activity Code Categories | |
Activity Codes | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Time Entries <=> Activity Codes | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Expense Entries <=> Activity Codes | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Communications | |
Communications <=> Contact Relationships | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating Email Address Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Unmapped Entities
Unmapped Entities | |
Unmapped Relationships |
Custom Fields
Custom Object Field Definitions | |
Custom Object Field Picklists | |
Custom Object Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions | |
Document Version Comments |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Objects
Custom Object Definitions | |
Custom Objects | |
Custom Object Field Definitions | |
Custom Object Field Picklists | |
Custom Object Field Values |
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What a Migration Specialist Should Know
about
CaseCloud by Mitratech
CaseCloud by Mitratech is a:
Browser-Based Application
This means that firm members can typically access CaseCloud by Mitratech from anywhere with an internet connection. When they need to use CaseCloud by Mitratech, they enter CaseCloud by Mitratech credentials into a CaseCloud by Mitratech website and are able to access all their data from there.
Universal Migrator extracts data from CaseCloud by Mitratech via:
API Connections
The following credentials are required:
Admin CaseCloud by Mitratech Credentials
The Migration Specialist will need an Administrator username and password into CaseCloud by Mitratech in order to extract your data.
The computer used to migrate from CaseCloud by Mitratech:
Can be located Anywhere
Because data is extracted from CaseCloud by Mitratech via the internet, the migration can be run from any suitable location.
The following people are required for a migration from CaseCloud by Mitratech:
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 CaseCloud by Mitratech:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from CaseCloud by Mitratech to users in the new system.
To migrate from CaseCloud by Mitratech, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for CaseCloud by Mitratech are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold 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 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