Migrate from Ins Zoom
Universal Migrator makes leaving Ins Zoom easy.
What migrates from Ins Zoom?
Universal Migrator transfers all the following data and more.
Firm Data
Firm Locations | |
Matter Locations | |
Users | |
User Custom Field Definitions | |
User Custom Field Values | |
User Categories | |
User Categories <=> Participating User Relationships |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact <=> Contact Relationships | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact <=> User Relationships | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Versions: Current Version |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Contact Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
User Custom Field Definitions | |
User Custom Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Matter Stages | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Email / Chat / SMS
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating Email Address Relationships | |
Communications <=> Participating User Relationships |
Need More?
More Available on Request |
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What a Migration Specialist Should Know
about
Ins Zoom
Ins Zoom is a:
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.
Browser-Based Application
Universal Migrator extracts data from Ins Zoom via:
Database Connections
The computer used to migrate from Ins Zoom:
Because data is extracted from the Ins Zoom database, the migration can be run from anywhere with access to a backup of the database.
Can be located Anywhere
In order to migrate from Ins Zoom:
A member of the firm will need to complete a small spreadsheet mapping users from Ins Zoom to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Ins Zoom includes:
Documents saved under Contacts
Documents saved under Matters
Backing up communications from Ins Zoom includes:
Email Messages
The following people are required for a migration from Ins Zoom:
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.
Migration Specialist
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.
Firm Administrator
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
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.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.
1000+ Attorneys
300,000 Documents
100+ Staff
100+ Staff
4 Staff
8 Staff
800,000+ Documents
7 Locations
14 Locations
2 Locations
4 Locations
10,000,000+ Documents