Migrate From
Merus Case
Universal Migrator makes leaving Merus Case Easy.
Where do you want to migrate Merus Case to?
Who do you want to do your migration?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of projects? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove implementations start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick a migration date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest migration you've ever had.
"Write a check and get it done."
Most partners deliver full implementations within 72 hours of being hired.
What a Migration Specialist Should Know
about
Merus Case
Merus Case is a:
This means that firm members can typically access Merus Case from anywhere with an internet connection. When they need to use Merus Case, they enter Merus Case credentials into a Merus Case website and are able to access all their data from there.
Browser-Based Application
Universal Migrator extracts data from Merus Case via:
Non-API Connections
Other Notes:
In Merus Case'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 Merus Case.
Document Name Humanization
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Merus Case in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.
Admin Merus Case Credentials (Dedicated)
The computer used to migrate from Merus Case:
Because data is extracted from Merus Case via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Merus Case:
A member of the firm will need to complete a small spreadsheet mapping users from Merus Case to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up communications from Merus Case includes:
When Merus Case stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.
Email Communications
The following people are required for a migration from Merus Case:
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 Merus Case, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Merus Case are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
Special warnings about Merus Case
Many consultants have reported that when they attempt to back up data from Merus Case, they experience interruptions. These interruptions may include user accounts being disabled, download speeds being throttled, their IP addresses being blocked and more.
Expect unexpected delays.
Expect Challenges Creating Backups of Merus Case
