Migrate from Client Profiles
Universal Migrator makes leaving Client Profiles easy.
What migrates from Client Profiles?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Matter Data
Matters | |
Matter Stages | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Versions: Current Version |
Task Data
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Contact Data
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Notes |
Billing Data
Time Entry Templates | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Calendar Data
Calendar Entry Categories | |
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating Email Addresses | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Calendar Entry Categories | |
Calendar Entries <=> Related Matter Relationships |
Other Data
More Available on Request |
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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.
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.
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.
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.
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:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
IT Professionals with an active Silver Migration Specialist certification
IT Professionals with an active Bronze Migration Specialist certification
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 is 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.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.
1000+ Attorneys
300,000 Documents
100+ Staff
100+ Staff
4 Staff
8 Staff
800,000+ Documents
7 Locations
14 Locations
2 Locations
4 Locations
10,000,000+ Documents