What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Contacts
Contacts | |
Contact Notes |
Billing / AR
Matter Trust Account Balances | |
Invoices | |
Time Entries (Billed) | |
Time Entries (Unbilled) |
Calendar & Events
Calendar Entries |
Need More?
More Available on Request |
Custom Fields
Custom Field Definitions |
Matters
Matters | |
Practice Areas | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships |
Documents
Documents |
Tasks & To-Dos
Task Entries |
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.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.