Migrate from Sales Force
Universal Migrator makes leaving Sales Force easy.
What migrates from Sales Force?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users | |
Note Categories |
Contact Data
Contacts | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Notes |
Billing Data
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Task Data
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Matter Custom Field Values |
Matter Data
Matters | |
Matter Custom Field Values | |
Matters Notes | |
Matters <=> Originating User Relationships | |
Matters <=> Participating User Relationships |
Calendar Data
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Other Data
More Available on Request |
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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 optimized to facilitate seamless migrations.
You will never be unable to work and you will always have access to your data completely through the migration experience.

Zero Headaches
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free 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.
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