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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

Contacts

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

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)

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

Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matters

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

Documents

Folders
Documents
Document Versions: Current Version

Tasks & To-Dos

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

Where can I migrate RocketMatter to?

RocketMatter
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Animated Chevron (1).gif

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What a Migration Specialist Should Know

about 

RocketMatter

RocketMatter is a:

Browser-Based Application


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.

Universal Migrator extracts data from RocketMatter via:

API Connections

Other Notes:

Document Name Humanization


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.

The following credentials are required:

Admin RocketMatter Credentials


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

The computer used to migrate from RocketMatter:

Can be located Anywhere


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

The following people are required for a migration from RocketMatter:

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 RocketMatter:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from RocketMatter, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for RocketMatter 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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