top of page

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Addresses: Social Media Accounts
Contact <=> Contact Relationships
Contact Custom Field Values
Contact Notes

Billing Data

Invoices
Invoices <=> Matter Relationships
Time Entries (Unbilled)
Expense Entries (Unbilled)
Flat Fees (Unbilled)

Email

Communications
Communications <=> Document Relationships (Attachments)
Communications <=> Matter Relationships
Communications <=> Participating Email Address Relationships

Task Data

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

Custom Fields

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

Matter Data

Matters
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Folders
Documents
Document Versions: Current Version

Calendar Data

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

Other Data

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 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.

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.

Virtually No Firm Preparation

(0-4 hours but may vary)

Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.

Legacy Admin Credentials (Not Shared)

Your migration consultant will need an Administrator username and password into this application in order to extract your 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 could interrupt the migration.

Entry-Level Consultant Required

Migrations from this system are suitable for entry level migration consultants.

Low Consultant Preparation

(0-2 days but may vary)

Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.

$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.

bottom of page