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Migrate from Docketwise

Universal Migrator makes leaving Docketwise easy.

What migrates from Docketwise?

Universal Migrator transfers all the following data and more.

Firm Data

Firm Locations
User Locations
Matter Locations
Users
Note Categories

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact <=> Contact Relationships
Contact Custom Field Definitions
Contact Custom Field Values
Contact Notes

Billing / AR

Invoices
Invoices <=> Contact Relationships
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fees (Billed)
Flat Fees (Unbilled)

Email / Chat / SMS

Communications
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

Custom Fields

Contact Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Definitions
Matter Custom Field Values

Matters

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

Documents

Folders
Documents
Document Versions: Current Version

Calendar & Events

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

Need More?

More Available on Request

Where can I migrate Docketwise to?

Docketwise
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What a Migration Specialist Should Know

about 

Docketwise

Docketwise is a:


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

Browser-Based Application

Universal Migrator extracts data from Docketwise via:

CSV Exports

The following credentials are required:


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

Admin Docketwise Credentials

The computer used to migrate from Docketwise:


Because data is extracted from the Docketwise database, the migration can be run from anywhere with access to a backup of the database.

Can be located Anywhere

In order to migrate from Docketwise:


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

The Firm Administrator must complete a User Mapping spreadsheet.

Backing up communications from Docketwise includes:

Email Messages

The following people are required for a migration from Docketwise:


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 Docketwise, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Docketwise 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

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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