All of the following migrates from Lead Docket to Smart Advocate:
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.
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.