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What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
Note Categories |
Contacts
Contacts | |
Contact Custom Field Values | |
Contact Notes |
Billing / AR
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Rate Classes | |
Rate Classes <=> Participating User Relationships |
Calendar & Events
Calendar Entry Categories | |
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Fields
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Email / Chat / SMS
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating User Relationships |
Need More?
More Available on Request |
Ready to Start this Migration?
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