What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Custom Field Definitions | |
User Custom Field Picklists | |
User Custom Field Values | |
User Categories | |
User Categories <=> Participating User Relationships | |
Text Snippets |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact <=> User Relationships | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Invoices | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fee Categories | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) | |
Rate Classes |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Need More?
More Available on Request |
Custom Fields
User Custom Field Definitions | |
User Custom Field Picklists | |
User Custom Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts | |
Chart of Accounts |
Document Register
Safe Custody Packets |
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
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 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.