Migrate from SurePoint LMS
Universal Migrator makes leaving SurePoint easy.
What migrates from SurePoint LMS?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Custom Field Definitions | |
User Custom Field Picklists | |
User Custom Field Values | |
User Categories | |
User Categories <=> Participating User Relationships | |
Text Snippets | |
Text Snippets <=> User Assignments |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact <=> User Relationships | |
Contact Custom Field Values | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Matter Trust Account Balances | |
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Matter Relationships | |
Activity Codes | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Fields
User Custom Field Definitions | |
User Custom Field Picklists | |
User Custom Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts | |
Chart of Accounts |
Need More?
More Available on Request |
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What a Migration Specialist Should Know
about
SurePoint LMS
SurePoint LMS is a:
This means SurePoint LMS typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by SurePoint LMS.
Hybrid Application
Universal Migrator extracts data from SurePoint LMS via:
Database Connections
SurePoint LMS uses the following database backend:
IBM DB2
The following credentials are required:
The Migration Specialist will need an Administrator username and password into SurePoint LMS in order to extract your data.
Admin SurePoint LMS Credentials
The Migration Specialist will need the Administrator username and password into the SurePoint LMS database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the SurePoint LMS Database Server
The computer used to migrate from SurePoint LMS:
Because data is extracted from SurePoint LMS via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from SurePoint LMS:
A member of the firm will need to complete a small spreadsheet mapping users from SurePoint LMS to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up financials from SurePoint LMS includes:
Matter trust account transactions
The following people are required for a migration from SurePoint LMS:
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.
Migration Specialist
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.
Firm Administrator
The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.
Firm IT Administrator
To migrate from SurePoint LMS, the Migration Specialist needs:
A Universal Migrator Subscription
Specialized Database Drivers
Migration tools for SurePoint LMS 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
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



