Where can I migrate
CollectMax
to?
Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
All of the following migrates from
CollectMax
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What a Migration Specialist Should Know
about
CollectMax
CollectMax runs as a:
Desktop-Based Application
This means CollectMax typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts CollectMax 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 CollectMax. In this scenario, some people may say that CollectMax runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
CollectMax is used as a:
Debt Collection System
Debt Collection Systems are specialized practice management platforms that are optimized around the legal processes for debt collection.
Universal Migrator extracts data from CollectMax via:
Database Connections
CollectMax uses the following database backend:
dBase
The following credentials are required:
Admin CollectMax Credentials
The Migration Specialist will need an Administrator username and password into CollectMax in order to extract your data.
The computer used to migrate from CollectMax:
Can be located Anywhere
Because data is extracted from the CollectMax database, the migration can be run from anywhere with access to a backup of the database.
In order to migrate from CollectMax:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from CollectMax to users in the new system.
The following people are required for a migration from CollectMax:
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.
To migrate from CollectMax, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for CollectMax are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
Special warnings about CollectMax
Plan Your Migration Timeline Correctly
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 CollectMax, 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.
Migrate From
CollectMax