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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

Practice Areas
Users
Note Categories

Contact Data

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

Billing Data

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

Email

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

Task Data

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

Other Data

More Available on Request

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Contact Custom Field Values
Matter Custom Field Values

Matter Data

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

Documents

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

Calendar Data

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

Personal Injury

Damages

Where can I migrate Litify to?

Litify
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What a Migration Specialist Should Know

about 

Litify

Litify is a:

Browser-Based Application


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.

Universal Migrator extracts data from Litify via:

API Connections

Other Notes:

Litify is a Field-Based Application


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.

The following credentials are required:

Admin Litify Credentials


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

The computer used to migrate from Litify:

Can be located Anywhere


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

The following people are required for a migration from Litify:

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 Litify:

The Firm Administrator must complete a User Mapping spreadsheet.


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 Custom Field 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.

To migrate from Litify, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Litify are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold 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.

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 is 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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