Migrate From
Lead Docket
Universal Migrator makes leaving LeadDocket easy.
Where do you want to migrate Lead Docket to?
Who do you want to do your migration?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of projects? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove implementations start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick a migration date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest migration you've ever had.
"Write a check and get it done."
Most partners deliver full implementations within 72 hours of being hired.
What a Migration Specialist Should Know
about
Lead Docket
Lead Docket is a:
This means that firm members can typically access Lead Docket from anywhere with an internet connection. When they need to use Lead Docket, they enter Lead Docket credentials into a Lead Docket website and are able to access all their data from there.
Browser-Based Application
Universal Migrator extracts data from Lead Docket via:
API Connections
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Lead Docket in order to extract your data.
Admin Lead Docket Credentials
The computer used to migrate from Lead Docket:
Because data is extracted from Lead Docket via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Lead Docket:
A member of the firm will need to complete a small spreadsheet mapping users from Lead Docket to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Lead Docket includes:
Documents saved under Matters
Backing up communications from Lead Docket includes:
When Lead Docket 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.
Email Communications
The following people are required for a migration from Lead Docket:
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 Lead Docket, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Lead Docket 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
