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Migrate from Orion

Universal Migrator makes leaving Orion easy?

What migrates from Orion?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users
User Categories
User Categories <=> Participating User Relationships

Matter Data

Matters
Matter Trust Account Balances
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Other Data

More Available on Request

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact <=> Contact Relationships
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing Data

Matter Trust Account Balances
Invoices
Invoices - Payments
Invoices - Payments - Allocations
Invoices <=> Contact Relationships
Invoices <=> Matter Relationships
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entries (Billed)
Expense Entries (Unbilled)
Rate Classes
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Where can I migrate Orion to?

Orion
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Animated Chevron (1).gif

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What a Migration Specialist Should Know

about 

Orion

Orion is a:

Desktop-Based Application


This means Orion typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Orion on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Orion. In this scenario, some people may say that Orion runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from Orion via:

Database Connections

Orion uses the following database backend:

Pervasive Sql

The following credentials are required:

Admin Orion Credentials


Your migration consultant will need an Administrator username and password into Orion in order to extract your data.

Admin Credentials into the Orion Database Server


Your migration consultant will need the Administrator username and password into the Orion database server in order to extract your data.

This should be the Administrator account and not another account that has administrative access.

The computer used to migrate from Orion:

Can be located Anywhere


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

The following people are required for a migration from Orion:

Migration Specialist

Firm Administrator

Firm IT Administrator

In order to migrate from Orion:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Orion, the Migration Specialist needs:

A Universal Migrator Subscription

A Full Convert License

Migration tools for Orion are available to:

Universal Migrator's Internal Migration Team

Universal Migrator Gold Consultants

Universal Migrator Silver Consultants

Universal Migrator Bronze Consultants

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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