[ Documatics to Clio Manage ]

This means Documatics typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Documatics 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 Documatics. In this scenario, some people may say that Documatics runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

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.

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In Documatics's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Documatics.

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

Because Documatics is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

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

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.

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.

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Documatics is a document management system that is frequently integrated with Practice Evolve. Firms using Practice Evolve are often not aware they may also be using Documatics.

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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 Documatics, 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.