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
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 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) |
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Contact Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Contact Custom Field Values |
Matters
Matters | |
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 |
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What a Migration Specialist Should Know
about
Legal Files
Legal Files is a:
Desktop-Based Application

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.
Universal Migrator extracts data from Legal Files via:
Database Connections

Legal Files uses the following database backend:
Microsoft SQL Server

Other Notes:
Moving Everything is Easier (and Cheaper!)

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.
Save Money by Hiring a Data+Document Specialist

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.)
The computer used to migrate from Legal Files:
Can be located Anywhere

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

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.
The following people are required for a migration from Legal Files:
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.
In order to migrate from Legal Files:
The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from Legal Files to users in the new system.
To migrate from Legal Files, the Migration Specialist needs:
A Universal Migrator Subscription

Migration tools for Legal Files are available to:
Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.

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.
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.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

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