Migrate from Local Folders
Universal Migrator makes leaving Local Folders easy.
What migrates from Local Folders?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Matters
Matters |
Need More?
More Available on Request |
Contacts
Contacts |
Documents
Document Categories | |
Folders | |
Documents | |
Document Versions: Current Version |
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What a Migration Specialist Should Know
about
Local Folders
Local Folders is a:
Desktop-Based Application
This means Local Folders typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Local Folders 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 Local Folders. In this scenario, some people may say that Local Folders runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Universal Migrator extracts data from Local Folders via:
File-Share Connections
Other Notes:
Contact Name Assist
In Local Folders, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.
The following credentials are required:
Admin Credentials into the Local Folders File Server
The Migration Specialist will need the Administrator username and password into the Local Folders file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.
The computer used to migrate from Local Folders:
Should be located near the Documents
Because Local Folders is a desktop-based application and documents represent a majority of the data that will need to be transferred, the computer used for the migration should be near the same device that stores the documents.
The following people are required for a migration from Local Folders:
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.
Firm IT 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.
In order to migrate from Local Folders:
The Firm Administrator must tag Matter folders that should be transferred.
A member of the firm will need to tag matter folders so they can be properly identified and migrated to the new system.
To migrate from Local Folders, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Local Folders are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
IT Professionals with an active Silver Migration Specialist certification
IT Professionals with an active Bronze 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.
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.
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