Migrate from Sales Force

Universal Migrator makes leaving Sales Force easy.

Are you a consultant or migration department?

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

Where can I migrate Sales Force to?

1/10

1/1

Migrate to Action Step

1/1

Migrate to Clio Manage

1/1

Migrate to Litify

1/1

Migrate to NetDocuments

1/1

Migrate to Smokeball

1/1

Migrate to Centerbase

1/1

Migrate to Lawmatics

1/1

Migrate to MyCase

1/1

Migrate to Rocket Matter

1/1

Migrate to Soluno

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What Should I Expect When Migrating?

Have more questions? Get in-depth answers from a member of our team.

Free Zoom Consultation

Are you a consultant or migration department?

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.