Migrate from RocketMatter NextGen
Universal Migrator makes leaving RocketMatter NextGen easy.
What migrates from RocketMatter NextGen?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users | |
Text Snippets |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Invoices | |
Invoices <=> Matter Relationships | |
Time Entry Templates | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Email Address Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Custom Field Groups | |
Custom Field Groups <=> Related 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 | |
Document Versions: Previous Versions |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating Email Addresses | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
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What a Migration Specialist Should Know
about
RocketMatter NextGen
RocketMatter NextGen is a:
Browser-Based Application
This means that firm members can typically access RocketMatter NextGen from anywhere with an internet connection. When they need to use RocketMatter NextGen, they enter RocketMatter NextGen credentials into a RocketMatter NextGen website and are able to access all their data from there.
Universal Migrator extracts data from RocketMatter NextGen via:
Non-API Connections
Other Notes:
Moving Everything is Easier (and Cheaper!)
Universal Migrator has heavily automated the process of moving data from RocketMatter NextGen. Because of this, it is often easier and cheaper for a consultant to move all the data from RocketMatter NextGen instead of just some of the data.
Save Money by Hiring a Data+Document Specialist
If someone came to a law firm and said "I have a simple issue. What will it cost to represent me?" most firms could provide a competitive, ball-park estimate.
However, if someone else had the same issue, but wanted two firms to each handle half the project, and wanted the two firms to coordinate with each other, and wanted everything the two firms did to perfectly align with each other, the simple issue would be way more complex and expensive.
Document Migrations are similar.
While many companies provide free data migrations (contacts, matters, notes, etc.), if you intend to migrate documents, the document migration will often be much cheaper if you have the document migrator do the data migration as well.
(Most document migrators provide free data migrations and provide a discount on the document migration if they do the free data migration.)
Document Name Humanization
In RocketMatter NextGen'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 NextGen.
The following credentials are required:
Admin RocketMatter NextGen Credentials
The Migration Specialist will need an Administrator username and password into RocketMatter NextGen in order to extract your data.
The computer used to migrate from RocketMatter NextGen:
Can be located Anywhere
Because data is extracted from RocketMatter NextGen via the internet, the migration can be run from any suitable location.
The following people are required for a migration from RocketMatter NextGen:
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 NextGen:
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 NextGen to users in the new system.
To migrate from RocketMatter NextGen, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for RocketMatter NextGen 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
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