What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Contacts
Contacts | |
Contact Custom Field Values | |
Contact Notes |
Billing / AR
Invoices | |
Time Entry Templates | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Related Contact Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Related Contact Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
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.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.
Firm Decision Maker
A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.
Low Firm Preparation
(<1 day but may vary)
Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.
Senior Consultant Required
Migrations from this system should only be performed by senior migration consultants.
Low Consultant Preparation
(0-2 days but may vary)
Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.
Starting at $3500 + Consultant Fees
Migrations from this system typically include a $3500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.