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What data migrates?

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 Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)

Tasks & To-Dos

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

Custom Fields

Matter Custom Field Definitions
Matter Custom Field Values

Matters

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

Documents

Document Categories
Folders
Documents
Document Versions: Current Version

Need More?

More Available on Request

Ready to Start this Migration?

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