Migrate from Smart Advocate
Universal Migrator makes leaving Smart Advocate easy.
What migrates from Smart Advocate?
Universal Migrator transfers all the following data and more.
Firm Data
Firm Locations | |
User Locations | |
Matter Locations | |
Users | |
Note Categories |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Document Register
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating Email Addresses | |
Calendar Entries <=> Related Matter Relationships |
Custom Objects
Custom Object Definitions | |
Custom Objects | |
Custom Object Field Definitions | |
Custom Object Field Picklists | |
Custom Object Field Values | |
Custom Object <=> Matter Relationships |
Custom Fields
Custom Object Field Definitions | |
Custom Object Field Picklists | |
Custom Object Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Definitions | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions | |
Document Version Comments |
Email / Chat / SMS
Communications | |
Communications <=> Matter Relationships | |
Communications <=> Participating Phone Number Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating Email Address Relationships |
Tasks & To-Dos
Task Entry Categories | |
Task Entry Category <=> Task Entry Links | |
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
SmartAdvocate
SmartAdvocate is a:
Browser-Based Application
This means that firm members can typically access SmartAdvocate from anywhere with an internet connection. When they need to use SmartAdvocate, they enter SmartAdvocate credentials into a SmartAdvocate website and are able to access all their data from there.
Universal Migrator extracts data from SmartAdvocate via:
Database Connections
SmartAdvocate uses the following database backend:
Microsoft SQL Server
The following credentials are required:
Admin SmartAdvocate Credentials
The Migration Specialist will need an Administrator username and password into SmartAdvocate in order to extract your data.
The computer used to migrate from SmartAdvocate:
Can be located Anywhere
Because data is extracted from the SmartAdvocate database, the migration can be run from anywhere with access to a backup of the database.
The following people are required for a migration from SmartAdvocate:
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 SmartAdvocate:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from SmartAdvocate to users in the new system.
To migrate from SmartAdvocate, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for SmartAdvocate are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
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