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Migrate From

SmartAdvocate

Migrate Into

Soluno

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[ SmartAdvocate to Soluno ]

Migrate From

SmartAdvocate

Change Source

Migrate Into

Soluno

Change Destination
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Plan your Migration

All of the following migrates from

SmartAdvocate to Soluno

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deployment tracks

Who do you want to do your migration?

Two deployment tracks. Same Universal Migrator engine. Choose the path that matches your team's bandwidth.

basic

Do It Yourself

For organizations with available IT personnel.

starts at

$3,500

USD

what.you.need

An IT Person who knows SQL

A dedicated computer for migrations

what.you.get

Access to the Universal Migrator software

Prebuilt mappings and training

Unlimited 9/5 Support

Direct access to developers

recommended

Hire a Partner

For organizations who just want to get it done.

full-service, starts at

$4,500

USD

what.you.need

Pick a partner (we'll recommend one)

Pick a migration date

what.you.get

A vetted partner ideal for your project

Confidence your project is handled right

The easiest migration you've ever had

Most partners deliver within 72 hours

quote modifiers

What affects your quote?

$$$$

Custom Scripting

Custom tweaking, cleaning or data enhancement

$$$$

Data Slicing

Carving out & excluding data from the migration

$$$

Custom Field & Custom Object Mapping

Complex data structures and custom configurations.

$$

Document Volume

Documents, versions, and the total transfer size.

Some migrations are fully subsidized by Soluno, marketing campaigns, and/or promotions.

What a Migration Specialist Should Know

about

SmartAdvocate

SmartAdvocate runs as 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.

SmartAdvocate is used as a:

Personal Injury Practice Management System

Personal injury practice management systems are highly optimized for the needs and workflows of personal injury law firms.

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.

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.

Backing up communications from SmartAdvocate includes:

Email Communications

When SmartAdvocate stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

Text Messages

When SmartAdvocate stores text messages, it keeps key information like to/from/message. This information can be backed up and transferred to compatible systems.

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.

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

Special warnings about SmartAdvocate

Plan Your Migration Timeline Correctly

With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including SmartAdvocate, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.

preferred partners

When we introduce you to a preferred partner, you know your project will be handled right.

Super Security

Preferred partners exceed industry standards, keeping your data protected in transit and at rest.

Zero Downtime

Your firm never stops working — even during the migration. You'll always have access to all your data.

100% Accuracy

Everything transfers right the first time. If you find an issue within 30 days, partners fix it free.

Hyper Responsive

Preferred partners are at your beck-and-call. Ready to talk at a moment's notice.

Testimonials

Customer testimonials

Don't just take our word for it - hear from our customers.

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Start Your Migration Today

Get in-depth answers from a member of our team.

Have lots of migrations?

project summary

Source

SmartAdvocate

destination

Soluno

warranty

30-day integrity coverage

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