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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users
Note Categories

Contact Data

Contacts
Contact Notes

Billing Data

Rate Classes
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Task Data

Task Entries
Task Entries <=> Related Matter Relationships

Custom Fields

Matter Custom Field Values

Matter Data

Matters
Matter Custom Field Values
Matter 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

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 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.

What will the migration process look like?

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

Quick Migration

(0-2 days but may vary)

Once the migration starts, migrations from this system tend to complete very quickly. During this time, your firm may still look at your legacy system but no data should be added or modified. Migrations taking longer than a few hours often take place during the evening or over weekends.

Firm Decision Maker

A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.

Varying Firm Preparation

Your firm will need to commit time answering questions/coordinating with your migration consultant. The amount of time will vary based on the complexity of your firms data, the amount of data there is, and how well-organized/clean the data is.

Senior Consultant Required

Migrations from this system should only be performed by senior migration consultants.

High Consultant Preparation

(7+ days but may vary)

Your migration consultant may need a longer period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.

Starting at $3500 + Consultant Fees

Migrations from this system typically include a $3500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.

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