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Migrate from Litify

Universal Migrator makes leaving Litify easy.

What migrates from Litify?

Universal Migrator transfers all the following data and more.

Firm Data

Users
Note Categories

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes

Billing / AR

Matter Trust Account Balances
Invoices
Invoices <=> Contact Relationships
Invoices <=> Matter Relationships
Activity Code Categories
Activity Codes
Time Entries (Billed)
Time Entries (Unbilled)
Time Entries <=> Activity Codes
Expense Entries (Billed)
Expense Entries (Unbilled)
Expense Entries <=> Activity Codes
Rate Classes
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Documents

Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions

Calendar & Events

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

Custom Objects

Custom Object Definitions
Custom Objects
Custom Object Field Definitions
Custom Object Field Picklists
Custom Object Field Values

Personal Injury

Damages

Custom Fields

Custom Object Field Definitions
Custom Object Field Picklists
Custom Object Field Values
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 Stages
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matter Trust Account Balances
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

General Ledger

Bank Accounts

Email / Chat / SMS

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

Tasks & To-Dos

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

Unmapped Entities

Unmapped Relationships

Need More?

More Available on Request

Where can I migrate Litify to?

Litify
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What a Migration Specialist Should Know

about 

Litify

Litify is a:


This means that firm members can typically access Litify from anywhere with an internet connection. When they need to use Litify, they enter Litify credentials into a Litify website and are able to access all their data from there.

Browser-Based Application

Universal Migrator extracts data from Litify via:

API Connections

Other Notes:


In Litify, just about every field is a custom field. Because of this, firms coming from Litify tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

Litify is a Field-Based Application


In Litify's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Litify.

Document Name Humanization

The following credentials are required:


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

Admin Litify Credentials

The computer used to migrate from Litify:


Because data is extracted from Litify via the internet, the migration can be run from any suitable location.

Can be located Anywhere

In order to migrate from Litify:


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

The Firm Administrator must complete a User Mapping spreadsheet.


Firms migrating from Litify 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 Litify includes:

Documents saved under Contacts

Documents saved under Matters

Copies of Surveys / Questionnaires

Backing up communications from Litify includes:

Email Messages

Phone Calls

The following people are required for a migration from Litify:


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 Litify, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Litify are available to:

IT Professionals with an active Diamond Migration Specialist subscription

IT Professionals with an active Gold 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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