What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
User Categories | |
User Categories <=> Participating User Relationships | |
Text Snippets | |
Text Snippets <=> User Assignments |
Contacts
Contacts | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Notes | |
Contact Trust Account Balances |
Billing / AR
Contact Trust Account Balances | |
Matter Trust Account Balances | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Time Entry Templates | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Expense Entries (Unbilled) | |
Flat Fee Activity Templates | |
Flat Fees (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Communications | |
Communications <=> Document Relationships (Attachments) | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships |
Need More?
More Available on Request |
Custom Fields
Custom Field Picklist Items | |
Custom Field Groups | |
Custom Field Groups <=> Related Custom Field Definitions | |
Matter Custom Field Values |
Matters
Matters | |
Matter Stages | |
Matter Custom Field Values | |
Matter Trust Account Balances | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Folders | |
Documents | |
Document Versions: Previous Versions | |
Document Version Comments |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Reminders
Reminders | |
Reminders <=> Participating Contact Relationships | |
Reminders <=> Participating Email Address Relationships | |
Reminders <=> Participating User Relationships | |
Reminders <=> Related Task Entries |
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.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.
Firm Decision Maker
A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.
Low Firm Preparation
(<1 day but may vary)
Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.
Legacy Admin Credentials
Your migration consultant will need an Administrator username and password into this application in order to extract your data.
Entry-Level Consultant Required
Migrations from this system are suitable for entry level migration consultants.
Low Consultant Preparation
(0-2 days but may vary)
Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.
Starting at $3500 + Consultant Fees
Migrations from this system typically include a $3500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.