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Migrate from Legal Files

Universal Migrator makes leaving Legal Files easy.

What migrates from Legal Files?

Universal Migrator transfers all the following data and more.

Firm Data

Firm Locations
User Locations
Matter Locations
Users
User Categories
User Categories <=> Participating User Relationships

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact <=> Contact Relationships
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes

Billing / AR

Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Categories
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fee Categories
Flat Fees (Billed)
Flat Fees (Unbilled)

Email / Chat / SMS

Communications
Communications <=> Matter Relationships
Communications <=> Participating Contact Relationships
Communications <=> Participating User Relationships

Tasks & To-Dos

Task Entry Categories
Task Entry Category <=> Task Entry Links
Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Contact Relationships
Task Entries <=> Related Matter Relationships

Custom Fields

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 Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Comments
Document Versions: Current Version

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Need More?

More Available on Request

Where can I migrate Legal Files to?

Legal Files
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What a Migration Specialist Should Know

about 

Legal Files

Legal Files is a:


This means Legal Files typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Legal Files on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Legal Files. In this scenario, some people may say that Legal Files runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Desktop-Based Application

Universal Migrator extracts data from Legal Files via:

Database Connections

Legal Files uses the following database backend:

Microsoft SQL Server

Other Notes:


Universal Migrator has heavily automated the process of moving data from Legal Files. Because of this, it is often easier and cheaper for a consultant to move all the data from Legal Files instead of just some of the data.

Moving Everything is Easier (and Cheaper!)


If someone came to a law firm and said "I have a simple issue. What will it cost to represent me?" most firms could provide a competitive, ball-park estimate.

However, if someone else had the same issue, but wanted two firms to each handle half the project, and wanted the two firms to coordinate with each other, and wanted everything the two firms did to perfectly align with each other, the simple issue would be way more complex and expensive.

Document Migrations are similar.

While many companies provide free data migrations (contacts, matters, notes, etc.), if you intend to migrate documents, the document migration will often be much cheaper if you have the document migrator do the data migration as well.

(Most document migrators provide free data migrations and provide a discount on the document migration if they do the free data migration.)

Save Money by Hiring a Data+Document Specialist

The computer used to migrate from Legal Files:


Because data is extracted from the Legal Files database, the migration can be run from anywhere with access to a backup of the database.

Can be located Anywhere


Because Legal Files is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

Should be located near the Documents

In order to migrate from Legal Files:


A member of the firm will need to complete a small spreadsheet mapping users from Legal Files to users in the new system.

The Firm Administrator must complete a User Mapping spreadsheet.

Backing up documents from Legal Files includes:

Documents saved under Contacts

Documents saved under Matters

Email Attachments

Backing up communications from Legal Files includes:

Email Messages

Phone Calls

Postal Mail

The following people are required for a migration from Legal Files:


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 Legal Files, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Legal Files 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

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

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.

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.

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

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