Migrate from Soluno
Universal Migrator makes leaving Soluno easy.
What migrates from Soluno?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Matters
Matters | |
Matters <=> Participating User Relationships |
Need More?
More Available on Request |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Addresses: Social Media Accounts | |
Contact Notes |
Billing / AR
Time Entry Templates | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
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What a Migration Specialist Should Know
about
Soluno
Soluno is a:
Browser-Based Application
This means that firm members can typically access Soluno from anywhere with an internet connection. When they need to use Soluno, they enter Soluno credentials into a Soluno website and are able to access all their data from there.
Universal Migrator extracts data from Soluno via:
API Connections
Other Notes:
Contact Name Assist
In Soluno, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.
The following credentials are required:
Admin Soluno Credentials
The Migration Specialist will need an Administrator username and password into Soluno in order to extract your data.
The computer used to migrate from Soluno:
Can be located Anywhere
Because data is extracted from Soluno via the internet, the migration can be run from any suitable location.
The following people are required for a migration from Soluno:
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 Soluno:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Soluno to users in the new system.
To migrate from Soluno, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Soluno are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
IT Professionals with an active Silver Migration Specialist certification
IT Professionals with an active Bronze Migration Specialist certification
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