Clinic Cases

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.

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

Universal Migrator retrieves data from Clinic Cases through direct database connections. You will enter database connection credentials into Universal Migrator to ingest the data.

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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.)

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

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

When Clinic Cases 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.

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.

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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 Clinic Cases, 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.