Migrate from LeadDocket
Universal Migrator makes leaving LeadDocket easy.
What migrates from LeadDocket?
Universal Migrator transfers all the following data and more.
Firm Data
Firm Locations | |
Matter Locations | |
Users | |
Tags |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Contact Notes | |
Contact Tags |
General Ledger
Chart of Accounts | |
Activities |
Email / Chat / SMS
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Email Address Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Need More?
Custom Fields
Custom Object Field Definitions | |
Custom Object Field Picklists | |
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 |
Documents
Folders | |
Documents | |
Document Versions: Current Version |
Calendar & Events
Custom Objects
Custom Object Definitions | |
Custom Object Field Definitions | |
Custom Object Field Picklists |
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
Lead Docket
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



