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Migrate from Practice Panther

Universal Migrator makes leaving Practice Panther easy.

What migrates from Practice Panther?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact <=> Contact Relationships
Contact Custom Field Values
Contact Notes

Billing Data

Matter Trust Account Balances
Invoices
Invoices <=> Matter Relationships
Time Entry Templates
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Templates
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fee Activity Templates
Flat Fees (Billed)
Flat Fees (Unbilled)

Email

Communications
Communications <=> Matter Relationships
Communications <=> Participating Contact Relationships
Communications <=> Participating Email Address Relationships
Communications <=> Participating User Relationships

Task Data

Task Entries
Task Entries <=> Assigned to Contact Relationships
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Contact Custom Field Values
Matter Custom Field Values

Matter Data

Matters
Matter Custom Field Values
Matter Notes
Matter Trust Account Balances
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Folders
Documents
Document Versions: Current Version

Calendar Data

Calendar Entries
Calendar Entries <=> Related Matter Relationships

Other Data

More Available on Request

Where can I migrate Practice Panther to?

Practice Panther
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What a Migration Specialist Should Know

about 

Practice Panther

Practice Panther is a:

Browser-Based Application


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

Universal Migrator extracts data from Practice Panther via:

API Connections

Other Notes:

Contact Name Assist


In Practice Panther, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.

The following credentials are required:

Admin Practice Panther Credentials


The Migration Specialist will need an Administrator username and password into Practice Panther in order to extract your data.

The computer used to migrate from Practice Panther:

Can be located Anywhere


Because data is extracted from Practice Panther via the internet, the migration can be run from any suitable location.

The following people are required for a migration from Practice Panther:

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.

In order to migrate from Practice Panther:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Practice Panther, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Practice Panther are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

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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