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Migrate From

Lead Docket

Filevine

Into

All of the following migrates from Lead Docket to Filevine:

Firm Data

Users

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

Documents

Documents
Document Versions: Current Version

Calendar & Events

Custom Objects

Custom Object Definitions
Custom Object Field Definitions
Custom Object Field Picklists

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
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Email / Chat / SMS

Tasks & To-Dos

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

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.

Chevron - On Blue
Chevron - On Blue

Some migrations are fully subsidized by Filevine, marketing campaigns, and/or promotions.

What can affect your quote?

Each project is unique but the following addons tend to increase the total cost.

Custom Scripting

$$$$

Custom tweaking, cleaning or data enhancement

Custom Field & Custom Object Mapping

$$$

Complex data structures and custom configurations.

Data Slicing

$$$$

Carving out & excluding data from the migration

Document Volume

$$

Documents, versions, and the total transfer size.

When we introduce you to a preferred partner, you know your project will be handled right.

Super Security

Preferred partners exceed industry standard security guidelines and keep your data protected in transit and at rest.

Zero Downtime

When preferred partners do your migration, your firm will never have to stop working - even during the migration. You'll always have access to all of your data.

100% Accuracy

Preferred partners are the best in the world. Everything will transfer exactly right the first time. If you somehow find an issue within 30 days, the partner will fix it at no extra cost.

Hyper Responsive

Preferred partners are hyper responsive and at your beck-and-call. If you want to talk, they are ready at a moment's notice.

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