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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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