Migrate from Intapp
Universal Migrator makes leaving Intapp easy.
What migrates from Intapp?
Universal Migrator transfers all the following data and more.
Firm Data
Firm Locations | |
User Locations | |
Matter Locations | |
Users | |
User Categories | |
User Categories <=> Participating User Relationships |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Calendar & Events
Need More?
More Available on Request |
Custom Fields
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 | |
Practice Areas | |
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 <=> Participating User Relationships |
Tasks & To-Dos
Task Entry Categories | |
Task Entry Category <=> Task Entry Links | |
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Contact Relationships | |
Task Entries <=> Related Matter Relationships |
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What a Migration Specialist Should Know
about
Intapp
Intapp is a:
This means Intapp typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Intapp on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Intapp. In this scenario, some people may say that Intapp runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Desktop-Based Application
Universal Migrator extracts data from Intapp via:
Database Connections
Intapp uses the following database backend:
Microsoft SQL Server
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Intapp in order to extract your data.
Admin Intapp Credentials
The Migration Specialist will need the Administrator username and password into the Intapp database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the Intapp Database Server
The computer used to migrate from Intapp:
Because data is extracted from the Intapp 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 Intapp:
A member of the firm will need to complete a small spreadsheet mapping users from Intapp to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up communications from Intapp includes:
Email Messages
The following people are required for a migration from Intapp:
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
The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.
Firm IT Administrator
To migrate from Intapp, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Intapp 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
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



