top of page

Migrate From

Liberate

Universal Migrator makes leaving Liberate easy.

Where do you want to migrate Liberate to?

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.

Have Questions?

Schedule a free consultation.

What a Migration Specialist Should Know

about 

Liberate

Liberate is a:


This means Liberate typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Liberate 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 Liberate. In this scenario, some people may say that Liberate 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 Liberate via:

Database Connections

Liberate uses the following database backend:

Microsoft SQL Server

Other Notes:


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

Moving Everything is Easier (and Cheaper!)

The following credentials are required:


The Migration Specialist will need an Administrator username and password into Liberate in order to extract your data.

Admin Liberate Credentials


The Migration Specialist will need the Administrator username and password into the Liberate database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Admin Credentials into the Liberate Database Server


The Migration Specialist will need the Administrator username and password into the Liberate file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.

Admin Credentials into the Liberate File Server

The computer used to migrate from Liberate:


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

Can be located Anywhere


Because Liberate 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 Liberate:


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

The Firm Administrator must complete a User Mapping spreadsheet.


Firms migrating from Liberate tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.

Backing up documents from Liberate includes:

Documents saved under Contacts

Documents saved under Matters

The following people are required for a migration from Liberate:


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


The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

Firm IT Administrator

To migrate from Liberate, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Liberate are available to:

IT Professionals with an active Diamond Migration Specialist subscription

IT Professionals with an active Gold Migration Specialist subscription

bottom of page