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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Addresses: Social Media Accounts
Contact Custom Field Values
Contact Notes

Documents

Document Categories
Folders
Documents
Document Comments
Document Custom Field Values (aka Profile Attributes)
Document Versions: Current Version
Document Versions: Previous Versions

Tasks & To-Dos

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

Custom Fields

Contact Custom Field Values
Document Custom Field Values (aka Profile Attributes)

Matters

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships

Reminders

Reminders
Reminders <=> Related Task Entries

Ready to Start this Migration?

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