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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Firm Locations
Matter Locations
Users

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Matter Trust Account Balances
Invoices
Invoices <=> Matter Relationships
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Categories
Expense Entries (Billed)
Expense Entries (Unbilled)
Rate Classes
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Need More?

More Available on Request

Custom Fields

Matter Custom Field Definitions
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Custom Field Definitions
Matter Custom Field Values
Matter Notes
Matter Trust Account Balances
Matters <=> Participating User Relationships

General Ledger

Bank Accounts

Ready to Start this Migration?

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