
Where can I migrate
CaseCloud by Mitratech
to?
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
All of the following migrates from
CaseCloud by Mitratech
Firm Data
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Users
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Note Categories
Contacts
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Contacts
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Contact Addresses: Email Addresses
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Contact Addresses: Postal Addresses
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Contact Addresses: Phone Numbers
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Contact Addresses: Websites
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Contact Custom Field Definitions
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Contact Custom Field Picklists
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Contact Custom Field Values
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Contact Notes
Billing / AR
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Activity Code Categories
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Activity Codes
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Time Entries (Billed)
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Time Entries (Unbilled)
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Time Entries <=> Activity Codes
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Expense Entries (Billed)
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Expense Entries (Unbilled)
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Expense Entries <=> Activity Codes
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Rate Classes
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Rate Classes <=> Matter Relationships
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Rate Classes <=> Participating User Relationships
Email / Chat / SMS
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Communications
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Communications <=> Matter Relationships
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Communications <=> Participating Contact Relationships
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Communications <=> Participating Email Address Relationships
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Communications <=> Participating User Relationships
Tasks & To-Dos
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Task Entries
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Task Entries <=> Assigned to Contact Relationships
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Task Entries <=> Assigned to User Relationships
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Task Entries <=> Related Matter Relationships
Unmapped Entities
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Unmapped Entities
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Unmapped Relationships
Custom Fields
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Custom Object Field Definitions
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Custom Object Field Picklists
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Custom Object Field Values
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Contact Custom Field Definitions
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Contact Custom Field Picklists
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Contact Custom Field Values
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Matter Custom Field Definitions
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Matter Custom Field Picklists
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Matter Custom Field Values
Matters
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Matters
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Practice Areas
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Matter Stages
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Matter Custom Field Definitions
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Matter Custom Field Picklists
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Matter Custom Field Values
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Matter Notes
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Matters <=> Participating Contact Relationships
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Matters <=> Participating User Relationships
Documents
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Folders
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Documents
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Document Versions: Current Version
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Document Versions: Previous Versions
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Document Version Comments
Calendar & Events
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Calendar Entries
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Calendar Entries <=> Participating Contact Relationships
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Calendar Entries <=> Participating User Relationships
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Calendar Entries <=> Related Matter Relationships
Custom Objects
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Custom Object Definitions
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Custom Objects
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Custom Object Field Definitions
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Custom Object Field Picklists
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Custom Object Field Values
Need More?
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More Available on Request
What a Migration Specialist Should Know
about
CaseCloud by Mitratech
CaseCloud by Mitratech runs as 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.
CaseCloud by Mitratech is used as 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 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.
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.
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.
To migrate from CaseCloud by Mitratech, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for CaseCloud by Mitratech are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
Special warnings about CaseCloud by Mitratech
Plan Your Migration Timeline Correctly
With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including CaseCloud by Mitratech, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.
Migrate From
CaseCloud by Mitratech






























