Migrate from MyCase
Universal Migrator makes leaving MyCase easy.
What migrates from MyCase?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Invoices | |
Invoices <=> Matter Relationships | |
Time Entry Custom Field Values | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Custom Field Values | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Phone Number Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
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 | |
Time Entry Custom Field Values | |
Expense Entry Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Originating User Relationships | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
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What a Migration Specialist Should Know
about
MyCase
MyCase is a:
Browser-Based Application

This means that firm members can typically access MyCase from anywhere with an internet connection. When they need to use MyCase, they enter MyCase credentials into a MyCase website and are able to access all their data from there.
Universal Migrator extracts data from MyCase via:
API Connections

Other Notes:
Document Name Humanization

In MyCase'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 MyCase.
The following credentials are required:
Admin MyCase Credentials

The Migration Specialist will need an Administrator username and password into MyCase in order to extract your data.
The computer used to migrate from MyCase:
Can be located Anywhere

Because data is extracted from MyCase via the internet, the migration can be run from any suitable location.
The following people are required for a migration from MyCase:
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.
In order to migrate from MyCase:
The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from MyCase to users in the new system.
To migrate from MyCase, the Migration Specialist needs:
A Universal Migrator Subscription

Migration tools for MyCase 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