Migrate from Coyote Analytics
Universal Migrator makes leaving Coyote Analytics easy.
What migrates from Coyote Analytics?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Categories | |
User Categories <=> Participating User Relationships |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Rate Classes |
Need More?
More Available on Request |
Custom Fields
Custom Field Definitions | |
Contact Custom Field Definitions | |
Contact Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Notes | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Document Categories |
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What a Migration Specialist Should Know
about
Coyote Analytics
Coyote Analytics is 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.
Universal Migrator extracts data from Coyote Analytics via:
Database Connections
Coyote Analytics uses the following database backend:
Microsoft SQL Server
Other Notes:
Coyote Analytics is a Field-Based Application
In Coyote Analytics, just about every field is a custom field. Because of this, firms coming from Coyote Analytics tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.
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.
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.
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.
To migrate from Coyote Analytics, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Coyote Analytics are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold 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