Migrate from Doc.It Suite
Universal Migrator makes leaving Doc.It Suite easy.
What migrates from Doc.It Suite?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Comments | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Custom Fields
Contact Custom Field Definitions | |
Contact Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Notes |
Need More?
More Available on Request |
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
Doc.It Suite
Doc.It Suite is a:
This means Doc.It Suite typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by Doc.It Suite.
Hybrid Application
Universal Migrator extracts data from Doc.It Suite via:
Non-API Connections
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Doc.It Suite in order to extract your data.
Admin Doc.It Suite Credentials
The computer used to migrate from Doc.It Suite:
Because data is extracted from Doc.It Suite via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Doc.It Suite:
A member of the firm will need to complete a small spreadsheet mapping users from Doc.It Suite to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Doc.It Suite includes:
Documents saved under Matters
The following people are required for a migration from Doc.It Suite:
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.
Migration Specialist
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 Administrator
To migrate from Doc.It Suite, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Doc.It Suite 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
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