Migrate from NEOS

Universal Migrator makes leaving NEOS easy.

Are you a consultant or migration department?

What migrates from NEOS?

Universal Migrator transfers all the following data and more.

Firm Data

	Practice Areas
	Users

Contacts

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Social Media Accounts
	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

Matters

	Matters
	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

Where can I migrate NEOS to?

1/22

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Have Questions?

Schedule a free consultation.

Free Zoom Consultation

Are you a consultant or migration department?

What a Migration Specialist Should Know

about

NEOS

NEOS is a:

Browser-Based Application

This means that firm members can typically access NEOS from anywhere with an internet connection. When they need to use NEOS, they enter NEOS credentials into a NEOS website and are able to access all their data from there.

Universal Migrator extracts data from NEOS via:

Non-API Connections

The following credentials are required:

Admin NEOS Credentials (Dedicated)

The Migration Specialist will need an Administrator username and password into NEOS 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:

Can be located Anywhere

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

The following people are required for a migration from NEOS:

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:

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 to users in the new system.

To migrate from NEOS, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for NEOS 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.

Free Zoom Consultation

Are you a consultant or migration department?

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.