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Migrate from Curo365

Universal Migrator makes leaving Curo365 easy.

What migrates from Curo365?

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 Addresses: Websites
Contact Addresses: Social Media Accounts
Contact <=> Contact Relationships
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes

Billing / AR

Invoices
Invoices - Payments
Invoices - Payments - Allocations
Invoices <=> Contact Relationships
Invoices <=> Matter Relationships
Activity Codes
Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)
Time Entries <=> Activity Codes
Expense Entry Categories
Expense Entries (Billed)
Expense Entries (Unbilled)
Expense Entries <=> Activity Codes
Flat Fee Categories
Flat Fees (Billed)
Flat Fees (Unbilled)
Fee Entries <=> Activity Codes
Rate Classes
Rate Classes <=> Matter Relationships

Documents

Folders
Documents
Document Versions: Current Version

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating Email Addresses
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Contact Relationships
Calendar Entries <=> Related Matter Relationships

Unmapped Entities

Unmapped Relationships

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Stages
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

General Ledger

Bank Accounts
Transactions

Email

Communications
Communications <=> Document Relationships (Attachments)
Communications <=> Contact Relationships
Communications <=> Matter Relationships
Communications <=> Participating Contact Relationships
Communications <=> Participating Email Address Relationships
Communications <=> Participating User Relationships

Tasks & To-Dos

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Contact Relationships
Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

Where can I migrate Curo365 to?

Curo365
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What a Migration Specialist Should Know

about 

Curo365

Curo365 is a:

Browser-Based Application


This means that firm members can typically access Curo365 from anywhere with an internet connection. When they need to use Curo365, they enter Curo365 credentials into a Curo365 website and are able to access all their data from there.

Universal Migrator extracts data from Curo365 via:

Non-API Connections

Other Notes:

Curo365 is a Field-Based Application


In Curo365, just about every field is a custom field. Because of this, firms coming from Curo365 tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

The following credentials are required:

Admin Curo365 Credentials


The Migration Specialist will need an Administrator username and password into Curo365 in order to extract your data.

The computer used to migrate from Curo365:

Can be located Anywhere


Because data is extracted from Curo365 via the internet, the migration can be run from any suitable location.

The following people are required for a migration from Curo365:

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.

In order to migrate from Curo365:

The Firm Administrator must complete a User Mapping spreadsheet.


A member of the firm will need to complete a small spreadsheet mapping users from Curo365 to users in the new system.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.


Firms migrating from Curo365 tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

To migrate from Curo365, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Curo365 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.

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.

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.

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.

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

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