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What data migrates?

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 Custom Field Values

Documents

Document Categories
Folders
Documents
Document Comments
Document Versions: Current Version

Tasks & To-Dos

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

Need More?

More Available on Request

Custom Fields

Contact Custom Field Values
Matter Custom Field Values

Matters

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

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Related Matter Relationships

Personal Injury

Insurance Policies
Insurance Policy <=> Contact Relationships
Insurance Policy <=> Matter Relationships

Ready to Start this Migration?

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