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
What a Migration Specialist Should Know
about
CP Financial
CP Financial is a:
Desktop-Based Application
This means CP Financial typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts CP Financial 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 CP Financial. In this scenario, some people may say that CP Financial runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
CP Financial is a:
Financial Management System
Financial management systems are optimized around billing, invoicing, and accounting.
Universal Migrator extracts data from CP Financial via:
Database Connections
CP Financial uses the following database backend:
Microsoft SQL Server
The following credentials are required:
Admin CP Financial Credentials
The Migration Specialist will need an Administrator username and password into CP Financial in order to extract your data.
Admin Credentials into the CP Financial Database Server
The Migration Specialist will need the Administrator username and password into the CP Financial 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 CP Financial:
Can be located Anywhere
Because data is extracted from the CP Financial database, the migration can be run from anywhere with access to a backup of the database.
In order to migrate from CP Financial:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from CP Financial to users in the new system.
The following people are required for a migration from CP Financial:
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 CP Financial, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for CP Financial 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
IT Professionals with an active Bronze Migration Specialist subscription
