Practice Panther

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.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

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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.

In Practice Panther's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Practice Panther.

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

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

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

When Practice Panther stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

When Practice Panther stores text messages, it keeps key information like to/from/message. This information can be backed up and transferred to compatible systems.

Inside of Practice Panther, users have the ability to store phone call notes/logs that keep track of who was on the call and what was discussed. This information can be backed up and transferred to compatible systems.

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.

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.

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