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
What a Migration Specialist Should Know
about
Client Profiles
Client Profiles is a:
Desktop-Based Application
This means Client Profiles typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Client Profiles on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Client Profiles. In this scenario, some people may say that Client Profiles runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Client Profiles is 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 Client Profiles via:
Database Connections
Client Profiles uses the following database backend:
Microsoft SQL Server
The following credentials are required:
Admin Client Profiles Credentials
The Migration Specialist will need an Administrator username and password into Client Profiles in order to extract your data.
Admin Credentials into the Client Profiles Database Server
The Migration Specialist will need the Administrator username and password into the Client Profiles database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the Client Profiles File Server
The Migration Specialist will need the Administrator username and password into the Client Profiles file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.
The computer used to migrate from Client Profiles:
Can be located Anywhere
Because data is extracted from the Client Profiles database, the migration can be run from anywhere with access to a backup of the database.
Should be located near the Documents
Because Client Profiles is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.
In order to migrate from Client Profiles:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Client Profiles to users in the new system.
Backing up communications from Client Profiles includes:
Email Communications
When Client Profiles stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.
Text Messages
When Client Profiles stores text messages, it keeps key information like to/from/message. This information can be backed up and transferred to compatible systems.
Phone Call Logs / Summaries
Inside of Client Profiles, users have the ability to store phone call notes/logs that keep track of who was on the call and what was discussed. This information can be backed up and transferred to compatible systems.
The following people are required for a migration from Client Profiles:
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.
Firm IT Administrator
The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.
To migrate from Client Profiles, the Migration Specialist needs:
A Universal Migrator Subscription
Remote Access Software (if migrating Documents)
Migration tools for Client Profiles are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
