Migrate from NEOS
Universal Migrator makes leaving NEOS easy.
What migrates from NEOS?
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: Social Media Accounts | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Contact Notes |
Documents
Document Categories |
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 |
Custom Fields
Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Definitions | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Communications | |
Communications <=> Matter 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 |
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What a Migration Specialist Should Know
about
NEOS Web
NEOS Web is a:
Browser-Based Application
This means that firm members can typically access NEOS Web from anywhere with an internet connection. When they need to use NEOS Web, they enter NEOS Web credentials into a NEOS Web website and are able to access all their data from there.
Universal Migrator extracts data from NEOS Web via:
Non-API Connections
The following credentials are required:
Admin NEOS Web Credentials (Dedicated)
The Migration Specialist will need an Administrator username and password into NEOS Web 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.
The computer used to migrate from NEOS Web:
Can be located Anywhere
Because data is extracted from NEOS Web via the internet, the migration can be run from any suitable location.
The following people are required for a migration from NEOS Web:
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 NEOS Web:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from NEOS Web to users in the new system.
To migrate from NEOS Web, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for NEOS Web 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
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