[ Client Profiles to Microsoft SQL Server ]

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.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

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The Migration Specialist will need an Administrator username and password into Client Profiles in order to extract your data.

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.

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.

Because data is extracted from the Client Profiles database, the migration can be run from anywhere with access to a backup of the database.

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.

A member of the firm will need to complete a small spreadsheet mapping users from Client Profiles to users in the new system.

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.

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.

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 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.

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.

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.

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Client Profiles was acquired and rebranded as Aderant Total Office. The two apps are the same product distributed under different names.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Client Profiles, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.