Where can I migrate
DocRio
to?
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
All of the following migrates from
DocRio
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What a Migration Specialist Should Know
about
DocRio
DocRio runs as a:
Browser-Based Application
This means that firm members can typically access DocRio from anywhere with an internet connection. When they need to use DocRio, they enter DocRio credentials into a DocRio website and are able to access all their data from there.
DocRio is used as a:
Document Management System
Document management systems are primarily concerned with storing documents and the metadata/attributes that are associated with them. They tend to organize documents based on attributes rather than a strict folder hierarchy.
Universal Migrator extracts data from DocRio via:
API Connections
Universal Migrator retrieves data from DocRio through officially sanctioned API connections. You will enter an DocRio username and password to ingest the data.
The following credentials are required:
Admin DocRio Credentials
The Migration Specialist will need an Administrator username and password into DocRio in order to extract your data.
The computer used to migrate from DocRio:
Can be located Anywhere
Because data is extracted from DocRio via the internet, the migration can be run from any suitable location.
In order to migrate from DocRio:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from DocRio to users in the new system.
The following people are required for a migration from DocRio:
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.
To migrate from DocRio, the Migration Specialist needs:
A Universal Migrator Subscription
DocRio is associated with the following other applications:
DocRio & Litify are Frequently Integrated
DocRio is a document management system that is frequently integrated with Litify. Firms using Litify are often not aware they may also be using DocRio.
Migration tools for DocRio are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
Special warnings about DocRio
Plan Your Migration Timeline Correctly
With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including DocRio, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.
Migrate From
DocRio