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Migrate from Prevail

Universal Migrator makes leaving Prevail easy.

What migrates from Prevail?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Values
Contact Notes

Billing Data

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 <=> Document Relationships (Attachments)
Communications <=> Matter Relationships
Communications <=> Participating Phone Number Relationships
Communications <=> Participating User Relationships

Task Data

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

Other Data

More Available on Request

Custom Fields

Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matter Data

Matters
Matter Stages
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Folders
Documents
Document Versions: Current Version

Calendar Data

Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Personal Injury

Damages

Where can I migrate Prevail to?

Prevail
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What a Migration Specialist Should Know

about 

Prevail

Prevail is a:

Desktop-Based Application


This means Prevail typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Prevail 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 Prevail. In this scenario, some people may say that Prevail runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from Prevail via:

Database Connections

Prevail uses the following database backend:

Postgres

The following credentials are required:

Admin Prevail Credentials


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

Admin Credentials into the Prevail Database Server


The Migration Specialist will need the Administrator username and password into the Prevail 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 Prevail File Server


The Migration Specialist will need the Administrator username and password into the Prevail 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 Prevail:

Can be located Anywhere


Because data is extracted from the Prevail database, the migration can be run from anywhere with access to a backup of the database.

Should be located near the Documents


Because Prevail 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.

The following people are required for a migration from Prevail:

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.

Firm IT Administrator


The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

In order to migrate from Prevail:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Prevail, the Migration Specialist needs:

A Universal Migrator Subscription

A Full Convert License

Remote Access Software (if migrating Documents)

Migration tools for Prevail 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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