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Migrate from NetDocuments

Universal Migrator makes leaving NetDocuments easy.

What migrates from NetDocuments?

Universal Migrator transfers all the following data and more.

Firm Data


Contact Data



Document Categories
Document Comments
Document Custom Field Values (aka Profile Attributes)
Document Versions: Current Version
Document Versions: Previous Versions

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Document Custom Field Values (aka Profile Attributes)

Matter Data


Other Data

More Available on Request

Where can I migrate NetDocuments to?

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What a Migration Specialist Should Know



NetDocuments is a:

Browser-Based Application

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

Universal Migrator extracts data from NetDocuments via:

API Connections

Other Notes:

Contact Name Assist

In NetDocuments, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.

The following credentials are required:

Admin NetDocuments Credentials

The Migration Specialist will need an Administrator username and password into NetDocuments in order to extract your data.

The computer used to migrate from NetDocuments:

Can be located Anywhere

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

The following people are required for a migration from NetDocuments:

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 NetDocuments:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from NetDocuments to users in the new system.

To migrate from NetDocuments, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for NetDocuments 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.

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.

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.

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.

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

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