Migrate from Proclaim
Universal Migrator makes leaving Proclaim easy.
What migrates from Proclaim?
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 Notes |
Documents
Folders | |
Documents | |
Document Versions: Current Version |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Custom Field Groups | |
Matter Custom Field Values |
Matter Data
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships |
Other Data
More Available on Request |
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What a Migration Specialist Should Know
about
Proclaim
Proclaim is a:
Desktop-Based Application
This means Proclaim typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Proclaim 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 Proclaim. In this scenario, some people may say that Proclaim runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Universal Migrator extracts data from Proclaim via:
Database Connections
Proclaim uses the following database backend:
Progress OpenEdge
The following credentials are required:
Admin Proclaim Credentials
The Migration Specialist will need an Administrator username and password into Proclaim in order to extract your data.
Admin Credentials into the Proclaim Database Server
The Migration Specialist will need the Administrator username and password into the Proclaim 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 Proclaim File Server
The Migration Specialist will need the Administrator username and password into the Proclaim 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 Proclaim:
Can be located Anywhere
Because data is extracted from the Proclaim database, the migration can be run from anywhere with access to a backup of the database.
Should be located near the Documents
Because Proclaim 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 Proclaim:
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 Proclaim:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Proclaim to users in the new system.
To migrate from Proclaim, the Migration Specialist needs:
A Universal Migrator Subscription
A Full Convert License
Specialized Database Drivers
Remote Access Software (if migrating Documents)
Migration tools for Proclaim 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.
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 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.
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.
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