Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
What a Migration Specialist Should Know
about
Partner for Windows
Partner for Windows is a:
Desktop-Based Application
This means Partner for Windows typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Partner for Windows 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 Partner for Windows. In this scenario, some people may say that Partner for Windows runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Partner for Windows is a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from Partner for Windows via:
Database Connections
Partner for Windows uses the following database backend:
Microsoft SQL Server
The following credentials are required:
Admin Partner for Windows Credentials
The Migration Specialist will need an Administrator username and password into Partner for Windows in order to extract your data.
Admin Credentials into the Partner for Windows Database Server
The Migration Specialist will need the Administrator username and password into the Partner for Windows database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the Partner for Windows File Server
The Migration Specialist will need the Administrator username and password into the Partner for Windows file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.
The computer used to migrate from Partner for Windows:
Can be located Anywhere
Because data is extracted from the Partner for Windows database, the migration can be run from anywhere with access to a backup of the database.
Should be located near the Documents
Because Partner for Windows is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.
In order to migrate from Partner for Windows:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Partner for Windows to users in the new system.
Backing up documents from Partner for Windows includes:
Documents saved under Matters
The following people are required for a migration from Partner for Windows:
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.
To migrate from Partner for Windows, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Partner for Windows are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
