Migrate from Clinic Cases
Universal Migrator makes leaving Clinic Cases easy.
What migrates from Clinic Cases?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Custom Field Values | |
Contact Notes |
Documents
Folders | |
Documents | |
Document Comments | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating User Relationships |
Need More?
More Available on Request |
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What a Migration Specialist Should Know
about
Clinic Cases
Clinic Cases is a:
Browser-Based Application
This means that firm members can typically access Clinic Cases from anywhere with an internet connection. When they need to use Clinic Cases, they enter Clinic Cases credentials into a Clinic Cases website and are able to access all their data from there.
Universal Migrator extracts data from Clinic Cases via:
Database Connections
Clinic Cases uses the following database backend:
MySql
Other Notes:
Save Money by Hiring a Data+Document Specialist
If someone came to a law firm and said "I have a simple issue. What will it cost to represent me?" most firms could provide a competitive, ball-park estimate.
However, if someone else had the same issue, but wanted two firms to each handle half the project, and wanted the two firms to coordinate with each other, and wanted everything the two firms did to perfectly align with each other, the simple issue would be way more complex and expensive.
Document Migrations are similar.
While many companies provide free data migrations (contacts, matters, notes, etc.), if you intend to migrate documents, the document migration will often be much cheaper if you have the document migrator do the data migration as well.
(Most document migrators provide free data migrations and provide a discount on the document migration if they do the free data migration.)
The computer used to migrate from Clinic Cases:
Can be located Anywhere
Because data is extracted from the Clinic Cases database, the migration can be run from anywhere with access to a backup of the database.
The following people are required for a migration from Clinic Cases:
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.
In order to migrate from Clinic Cases:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Clinic Cases to users in the new system.
To migrate from Clinic Cases, the Migration Specialist needs:
A Universal Migrator Subscription
A Full Convert License
Migration tools for Clinic Cases 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
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 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