Migrate from Elite
Universal Migrator makes leaving Elite easy.
What migrates from Elite?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Contacts
Contacts | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Values |
Billing / AR
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Matter Relationships | |
Activity Code Categories | |
Activity Codes | |
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Custom Fields
Custom Field Definitions | |
Contact Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Need More?
More Available on Request |
_gif.gif){kind=icon}
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
Elite
Elite is a:
Desktop-Based Application
This means Elite typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Elite 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 Elite. In this scenario, some people may say that Elite runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Universal Migrator extracts data from Elite via:
Database Connections
Elite uses the following database backend:
Microsoft SQL Server
Other Notes:
Contact Name Assist
In Elite, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.
The following credentials are required:
Admin Elite Credentials
The Migration Specialist will need an Administrator username and password into Elite in order to extract your data.
Admin Credentials into the Elite Database Server
The Migration Specialist will need the Administrator username and password into the Elite database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
The computer used to migrate from Elite:
Can be located Anywhere
Because data is extracted from the Elite database, the migration can be run from anywhere with access to a backup of the database.
The following people are required for a migration from Elite:
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.
Firm IT Administrator
The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.
In order to migrate from Elite:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Elite to users in the new system.
To migrate from Elite, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Elite are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
IT Professionals with an active Silver Migration Specialist certification
IT Professionals with an active Bronze 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.
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