Migrate From
Harvest
Migrate Into
Smart Advocate
All of the following migrates from
Harvest to Smart Advocate
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deployment tracks
Who do you want to do your migration?
Two deployment tracks. Same Universal Migrator engine. Choose the path that matches your team's bandwidth.
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
quote modifiers
What affects your quote?
$$$$
Custom Scripting
Custom tweaking, cleaning or data enhancement
$$$$
Data Slicing
Carving out & excluding data from the migration
$$$
Custom Field & Custom Object Mapping
Complex data structures and custom configurations.
$$
Document Volume
Documents, versions, and the total transfer size.
Some migrations are fully subsidized by Smart Advocate, marketing campaigns, and/or promotions.
What a Migration Specialist Should Know
about
Harvest
Harvest runs as a:
Browser-Based Application
This means that firm members can typically access Harvest from anywhere with an internet connection. When they need to use Harvest, they enter Harvest credentials into a Harvest website and are able to access all their data from there.
Harvest is used as a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from Harvest via:
API Connections
The following credentials are required:
Admin Harvest Credentials
The Migration Specialist will need an Administrator username and password into Harvest in order to extract your data.
The computer used to migrate from Harvest:
Can be located Anywhere
Because data is extracted from Harvest via the internet, the migration can be run from any suitable location.
In order to migrate from Harvest:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Harvest to users in the new system.
The following people are required for a migration from Harvest:
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.
To migrate from Harvest, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Harvest are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
Special warnings about Harvest
Plan Your Migration Timeline Correctly
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 Harvest, 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.
preferred partners
When we introduce you to a preferred partner, you know your project will be handled right.
Super Security
Preferred partners exceed industry standards, keeping your data protected in transit and at rest.
Zero Downtime
Your firm never stops working — even during the migration. You'll always have access to all your data.
100% Accuracy
Everything transfers right the first time. If you find an issue within 30 days, partners fix it free.
Hyper Responsive
Preferred partners are at your beck-and-call. Ready to talk at a moment's notice.
Testimonials
Customer testimonials
Don't just take our word for it - hear from our customers.
