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Migrate From

Ins Zoom

Ins Zoom

Universal Migrator makes leaving Ins Zoom easy.

Choose a Destination

Where can I migrate

Ins Zoom

to?

Popular Migration Path
Ins Zoom

Ins Zoom

Clio Manage

Clio Manage

Add
Migrate from Ins Zoom to Clio Manage
Popular Migration Path
Ins Zoom

Ins Zoom

Full Data Export

Full Data Export

Add
Migrate from Ins Zoom to Full Data Export
Popular Migration Path
Ins Zoom

Ins Zoom

iManage Cloud

iManage Cloud

Add
Migrate from Ins Zoom to iManage Cloud
Popular Migration Path
Ins Zoom

Ins Zoom

Lawmatics

Lawmatics

Add
Migrate from Ins Zoom to Lawmatics
Popular Migration Path
Ins Zoom

Ins Zoom

MyCase

MyCase

Add
Migrate from Ins Zoom to MyCase
Popular Migration Path
Ins Zoom

Ins Zoom

NetDocuments

NetDocuments

Add
Migrate from Ins Zoom to NetDocuments
Popular Migration Path
Ins Zoom

Ins Zoom

Server Drives

Server Drives

Add
Migrate from Ins Zoom to Server Drives
Popular Migration Path
Ins Zoom

Ins Zoom

Sharepoint

Sharepoint

Add
Migrate from Ins Zoom to Sharepoint
Popular Migration Path
Ins Zoom

Ins Zoom

Action Step

Action Step

Add
Migrate from Ins Zoom to Action Step
Popular Migration Path
Ins Zoom

Ins Zoom

Box

Box

Add
Migrate from Ins Zoom to Box
Popular Migration Path
Ins Zoom

Ins Zoom

Centerbase

Centerbase

Add
Migrate from Ins Zoom to Centerbase
Popular Migration Path
Ins Zoom

Ins Zoom

Dropbox

Dropbox

Add
Migrate from Ins Zoom to Dropbox
Popular Migration Path
Ins Zoom

Ins Zoom

EvenUp

EvenUp

Add
Migrate from Ins Zoom to EvenUp
Popular Migration Path
Ins Zoom

Ins Zoom

Filevine

Filevine

Add
Migrate from Ins Zoom to Filevine
Popular Migration Path
Ins Zoom

Ins Zoom

Gladiate

Gladiate

Add
Migrate from Ins Zoom to Gladiate
Popular Migration Path
Ins Zoom

Ins Zoom

Google Drive

Google Drive

Add
Migrate from Ins Zoom to Google Drive
Popular Migration Path
Ins Zoom

Ins Zoom

Lex Workplace

Lex Workplace

Add
Migrate from Ins Zoom to Lex Workplace
Popular Migration Path
Ins Zoom

Ins Zoom

Litify

Litify

Add
Migrate from Ins Zoom to Litify
Popular Migration Path
Ins Zoom

Ins Zoom

Microsoft SQL Server

Microsoft SQL Server

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Migrate from Ins Zoom to Microsoft SQL Server
Popular Migration Path
Ins Zoom

Ins Zoom

Neos

Neos

Add
Migrate from Ins Zoom to Neos
Popular Migration Path
Ins Zoom

Ins Zoom

OneDrive

OneDrive

Add
Migrate from Ins Zoom to OneDrive
Popular Migration Path
Ins Zoom

Ins Zoom

PowerBI

PowerBI

Add
Migrate from Ins Zoom to PowerBI
Popular Migration Path
Ins Zoom

Ins Zoom

Quickbooks Online

Quickbooks Online

Add
Migrate from Ins Zoom to Quickbooks Online
Popular Migration Path
Ins Zoom

Ins Zoom

Rocket Matter

Rocket Matter

Add
Migrate from Ins Zoom to Rocket Matter
Popular Migration Path
Ins Zoom

Ins Zoom

SimpleLaw

SimpleLaw

Add
Migrate from Ins Zoom to SimpleLaw
Popular Migration Path
Ins Zoom

Ins Zoom

Smart Advocate

Smart Advocate

Add
Migrate from Ins Zoom to Smart Advocate
Popular Migration Path
Ins Zoom

Ins Zoom

Smokeball

Smokeball

Add
Migrate from Ins Zoom to Smokeball
Popular Migration Path
Ins Zoom

Ins Zoom

Soluno

Soluno

Add
Migrate from Ins Zoom to Soluno
Popular Migration Path
Ins Zoom

Ins Zoom

SQLite

SQLite

Add
Migrate from Ins Zoom to SQLite
Popular Migration Path
Ins Zoom

Ins Zoom

SurePoint

SurePoint

Add
Migrate from Ins Zoom to SurePoint
Popular Migration Path
Ins Zoom

Ins Zoom

Sync.com

Sync.com

Add
Migrate from Ins Zoom to Sync.com

Who do you want to do your migration?

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

All of the following migrates from

Ins Zoom

Firm Data

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Firm Locations

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Matter Locations

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Users

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User Custom Field Definitions

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User Custom Field Values

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User Categories

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User Categories <=> Participating User Relationships

Contacts

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Contacts

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Contact Addresses: Email Addresses

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Contact Addresses: Postal Addresses

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Contact Addresses: Phone Numbers

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Contact <=> Contact Relationships

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Contact Custom Field Definitions

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Contact Custom Field Picklists

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Contact Custom Field Values

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Contact <=> User Relationships

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Contact Notes

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Contact Categories

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Contact Categories <=> Participating Contact Relationships

Email / Chat / SMS

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Communications

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Communications <=> Matter Relationships

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Communications <=> Participating Contact Relationships

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Communications <=> Participating Email Address Relationships

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Communications <=> Participating User Relationships

Need More?

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More Available on Request

Custom Fields

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User Custom Field Definitions

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User Custom Field Values

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Contact Custom Field Definitions

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Contact Custom Field Picklists

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Contact Custom Field Values

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Matter Custom Field Definitions

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Matter Custom Field Picklists

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Matter Custom Field Values

Matters

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Matters

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Matter Stages

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Matter Custom Field Definitions

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Matter Custom Field Picklists

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Matter Custom Field Values

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Matter Notes

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Matters <=> Participating Contact Relationships

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Matters <=> Participating User Relationships

Documents

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Document Categories

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Folders

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Documents

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Document Versions: Current Version

Tasks & To-Dos

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Task Entries

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Task Entries <=> Assigned to User Relationships

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Task Entries <=> Related Contact Relationships

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Task Entries <=> Related Matter Relationships

What a Migration Specialist Should Know

about

Ins Zoom

Ins Zoom runs as a:

Browser-Based Application

This means that firm members can typically access Ins Zoom from anywhere with an internet connection. When they need to use Ins Zoom, they enter Ins Zoom credentials into a Ins Zoom website and are able to access all their data from there.

Ins Zoom is used as a:

Immigration Practice Management System

Immigration practice management systems are highly optimized for the needs and workflows of immigration law firms.

Universal Migrator extracts data from Ins Zoom via:

Database Connections

Universal Migrator retrieves data from Ins Zoom through direct database connections. You will enter database connection credentials into Universal Migrator to ingest the data.

The following credentials are required:

Admin Ins Zoom Credentials

The Migration Specialist will need an Administrator username and password into Ins Zoom in order to extract your data.

The computer used to migrate from Ins Zoom:

Can be located Anywhere

Because data is extracted from the Ins Zoom database, the migration can be run from anywhere with access to a backup of the database.

In order to migrate from Ins Zoom:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from Ins Zoom to users in the new system.

Backing up documents from Ins Zoom includes:

Documents saved under Contacts

Documents saved under Matters

Backing up communications from Ins Zoom includes:

Email Communications

When Ins Zoom stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

The following people are required for a migration from Ins Zoom:

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 Ins Zoom, the Migration Specialist needs:

A Universal Migrator Subscription

A Full Convert License

Migration tools for Ins Zoom are available to:

IT Professionals with an active Diamond Migration Specialist subscription

IT Professionals with an active Gold Migration Specialist subscription

Special warnings about Ins Zoom

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 Ins Zoom, 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.

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Have Questions?

Get in-depth answers from a member of our team.

Have lots of migrations?
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