What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Custom Field Values | |
Contact Notes |
Billing / AR
Matter Trust Account Balances | |
Invoices | |
Invoices <=> Matter Relationships | |
Time Entries (Unbilled) | |
Expense Entries (Unbilled) |
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 |
Personal Injury
Damages |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts |
Communications | |
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 |
Need More?
More Available on Request |
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
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.
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.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.
Quick Migration
(0-2 days but may vary)
Once the migration starts, migrations from this system tend to complete very quickly. During this time, your firm may still look at your legacy system but no data should be added or modified. Migrations taking longer than a few hours often take place during the evening or over weekends.
Firm Decision Maker
A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.
Varying Firm Preparation
Your firm will need to commit time answering questions/coordinating with your migration consultant. The amount of time will vary based on the complexity of your firms data, the amount of data there is, and how well-organized/clean the data is.
High Firm Preparation
(3+ days but may vary)
Your firm will need to commit a large amount of time answering questions/coordinating with your migration consultant.
Legacy Admin Credentials
Your migration consultant will need an Administrator username and password into this application in order to extract your data.
Senior Consultant Required
Migrations from this system should only be performed by senior migration consultants.
High Consultant Preparation
(7+ days but may vary)
Your migration consultant may need a longer period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.
Starting at $3500 + Consultant Fees
Migrations from this system typically include a $3500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.