Migrate from RocketMatter
Universal Migrator makes leaving RocketMatter easy.
What migrates from RocketMatter?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
Tags |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact <=> Contact Relationships | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Contact Notes | |
Contact Trust Account Balances | |
Contact Tags |
Billing / AR
Contact Trust Account Balances | |
Invoices | |
Invoices <=> Matter Relationships | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Documents
Folders | |
Documents | |
Document Versions: Current Version |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Custom Fields
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships | |
Matter Tags |
General Ledger
Bank Accounts | |
Activities |
Email / Chat / SMS
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
RocketMatter
RocketMatter is a:
This means that firm members can typically access RocketMatter from anywhere with an internet connection. When they need to use RocketMatter, they enter RocketMatter credentials into a RocketMatter website and are able to access all their data from there.
Browser-Based Application
Universal Migrator extracts data from RocketMatter via:
API Connections
Other Notes:
In RocketMatter'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 RocketMatter.
Document Name Humanization
The following credentials are required:
The Migration Specialist will need an Administrator username and password into RocketMatter in order to extract your data.
Admin RocketMatter Credentials
The computer used to migrate from RocketMatter:
Because data is extracted from RocketMatter via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from RocketMatter:
A member of the firm will need to complete a small spreadsheet mapping users from RocketMatter to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up communications from RocketMatter includes:
Chat Messages
Backing up financials from RocketMatter includes:
Contact trust account balances
The following people are required for a migration from RocketMatter:
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.
Migration Specialist
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 Administrator
To migrate from RocketMatter, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for RocketMatter are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
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.
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



