[ Open Case Management to Box ]

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

Legal Aid Management Systems are concerned with managing cases and tracking key information relevant to legal aid clinics.

Universal Migrator retrieves data from Open Case Management through direct database connections. You will enter database connection credentials into Universal Migrator to ingest the data.

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In Open Case Management'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 Open Case Management.

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

The Migration Specialist will need the Administrator username and password into the Open Case Management database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Because data is extracted from the Open Case Management database, the migration can be run from anywhere with access to a backup of the database.

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

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.

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.

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

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PIKA, OCM, Open Case Management, and Ciprocity are the same product distributed under different names.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Open Case Management, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.