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What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Contacts
Contacts | |
Contact Notes |
Billing / AR
Invoices | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Email / Chat / SMS
Communications |
Tasks & To-Dos
Task Entries |
Custom Fields
Matters
Matters | |
Practice Areas | |
Matter Notes | |
Matters <=> Participating Contact Relationships |
Documents
Documents |
Calendar & Events
Calendar Entries |
Need More?
More Available on Request |
Ready to Start this Migration?
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