What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
Note Comments | |
Tags |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships | |
Contact Tags |
Billing / AR
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Matter Relationships | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Communications | |
Communications <=> Document Relationships (Attachments) | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Custom Fields
Custom Object Field Values | |
Custom Field Definitions | |
Custom Field Picklist Items | |
Custom Field Groups | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships | |
Matter Tags |
Documents
Document Categories | |
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Objects
Custom Object Definitions | |
Custom Objects | |
Custom Object Field Values | |
Custom Object <=> Matter Relationships |
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.