M-Files

This means M-Files typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by M-Files.

Enterprise content management systems contain vast amounts of structured content that are linked together in a web of information. While ECMs usually store documents, they are not document management systems and should not be confused as such.

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In M-Files'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 M-Files.

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

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

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

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.

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.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including M-Files, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.

In M-Files, nearly every field is a custom field. As a result, firms migrating from M-Files tend to accumulate an excessive number of custom fields that need to be unified, pruned, or standardized.