
Where can I migrate
Coyote Analytics
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
Coyote Analytics
Firm Data
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Firm Locations
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User Locations
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Users
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User Custom Field Definitions
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User Custom Field Picklists
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User Custom Field Values
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User Categories
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User Categories <=> Participating User Relationships
Contacts
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Contacts
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Contact Addresses: Email Addresses
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Contact Addresses: Postal Addresses
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Contact Addresses: Phone Numbers
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Contact Custom Field Definitions
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Contact Custom Field Picklists
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Contact Custom Field Values
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Contact Notes
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Contact Categories
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Contact Categories <=> Participating Contact Relationships
General Ledger
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Chart of Accounts
Documents
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Document Categories
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Folders
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Documents
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Document Versions: Current Version
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Document Versions: Previous Versions
Custom Fields
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User Custom Field Definitions
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User Custom Field Picklists
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User Custom Field Values
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Contact Custom Field Definitions
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Contact Custom Field Picklists
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Contact Custom Field Values
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Matter Custom Field Definitions
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Matter Custom Field Picklists
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Matter Custom Field Values
Matters
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Matters
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Practice Areas
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Matter Custom Field Definitions
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Matter Custom Field Picklists
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Matter Custom Field Values
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Matter Notes
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Matters <=> Participating Contact Relationships
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Matters <=> Participating User Relationships
Billing / AR
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Invoices
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Invoices <=> Contact Relationships
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Invoices <=> Matter Relationships
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Rate Classes
Need More?
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More Available on Request
What a Migration Specialist Should Know
about
Coyote Analytics
Coyote Analytics runs as a:
Desktop-Based Application
This means Coyote Analytics typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Coyote Analytics 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 Coyote Analytics. In this scenario, some people may say that Coyote Analytics runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Coyote Analytics is used as a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from Coyote Analytics via:
Database Connections
Universal Migrator retrieves data from Coyote Analytics through direct database connections. You will enter database connection credentials into Universal Migrator to ingest the data.
Coyote Analytics uses the following database backend:
Microsoft SQL Server
The following credentials are required:
Admin Coyote Analytics Credentials
The Migration Specialist will need an Administrator username and password into Coyote Analytics in order to extract your data.
Admin Credentials into the Coyote Analytics Database Server
The Migration Specialist will need the Administrator username and password into the Coyote Analytics database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
The computer used to migrate from Coyote Analytics:
Can be located Anywhere
Because data is extracted from the Coyote Analytics database, the migration can be run from anywhere with access to a backup of the database.
In order to migrate from Coyote Analytics:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Coyote Analytics to users in the new system.
The following people are required for a migration from Coyote Analytics:
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.
Firm IT Administrator
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.
To migrate from Coyote Analytics, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Coyote Analytics are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
Special warnings about Coyote Analytics
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 Coyote Analytics, 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.
Field-Based Application
In Coyote Analytics, nearly every field is a custom field. As a result, firms migrating from Coyote Analytics tend to accumulate an excessive number of custom fields that need to be unified, pruned, or standardized.
Migrate From
Coyote Analytics
































