Where can I migrate
Lead Docket
to?
Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
All of the following migrates from
Lead Docket
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What a Migration Specialist Should Know
about
Lead Docket
Lead Docket runs as a:
Browser-Based Application
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.
Lead Docket is used as a:
Intake Platform
Intake platforms are designed for engagements with pre-client entities and optimized around marketing and intake related tasks.
Universal Migrator extracts data from Lead Docket via:
API Connections
The following credentials are required:
Admin Lead Docket Credentials
The Migration Specialist will need an Administrator username and password into Lead Docket in order to extract your data.
The computer used to migrate from Lead Docket:
Can be located Anywhere
Because data is extracted from Lead Docket via the internet, the migration can be run from any suitable location.
In order to migrate from Lead Docket:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Lead Docket to users in the new system.
Backing up documents from Lead Docket includes:
Documents saved under Matters
Backing up communications from Lead Docket includes:
Email Communications
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.
The following people are required for a migration from Lead Docket:
Migration Specialist
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.
Firm Administrator
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.
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
Special warnings about Lead Docket
Plan Your Migration Timeline Correctly
With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Lead Docket, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.
Migrate From
Lead Docket