Migrate from Orion

Universal Migrator makes leaving Orion easy?

Are you a consultant or migration department?

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?

1/16

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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.

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.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

What will the migration process look like?

Have more questions? Get in-depth answers from a member of our team.

Free Zoom Consultation

Are you a consultant or migration department?

Quick Migration

(0-2 days but may vary)

Once the migration starts, migrations from this system tend to complete very quickly. During this time, your firm may still look at your legacy system but no data should be added or modified. Migrations taking longer than a few hours often take place during the evening or over weekends.

Firm Decision Maker

A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.

Firm Homework

A member of your firm will likely be assigned a few tasks that will be necessary for an optimal migration experience.

Varying Firm Preparation

Your firm will need to commit time answering questions/coordinating with your migration consultant. The amount of time will vary based on the complexity of your firms data, the amount of data there is, and how well-organized/clean the data is.

Low Firm Preparation

(<1 day but may vary)

Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.

Legacy Admin Credentials

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

Migration Workstation

Your migration, your IT provider will need to provision a dedicated Migration Workstation for exclusive use by your migration consultant (it cannot be shared by other staff members). It should be a robust computer with a high-speed connection to the internet and any other relevant services.

Database Server Access

Your IT provider will need to enable administrator access to your database server for your migration consultant.

Senior Consultant Required

Migrations from this system should only be performed by senior migration consultants.

Low Consultant Preparation

(0-2 days but may vary)

Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.

Full Convert

(Consultant Software)

Because this application is so old, your migration consultant will need Full Convert by Spectral Core in order to convert this application's database into a modern format.

$3500 + Consultant Fees

Migrations from this system typically include a $3500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.