Migrate From
SurePoint LMS
Migrate Into
Full Data Export
All of the following migrates from
SurePoint LMS to Full Data Export
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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 Full Data Export, marketing campaigns, and/or promotions.
What a Migration Specialist Should Know
about
SurePoint LMS
SurePoint LMS runs as a:
Hybrid Application
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.
SurePoint LMS is used as a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from SurePoint LMS via:
Database Connections
SurePoint LMS uses the following database backend:
IBM DB2
The following credentials are required:
Admin SurePoint LMS Credentials
The Migration Specialist will need an Administrator username and password into SurePoint LMS in order to extract your data.
Admin Credentials into the SurePoint LMS Database Server
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.
The computer used to migrate from SurePoint LMS:
Can be located Anywhere
Because data is extracted from SurePoint LMS via the internet, the migration can be run from any suitable location.
In order to migrate from SurePoint LMS:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from SurePoint LMS to users in the new system.
Backing up financials from SurePoint LMS includes:
Matter trust account transactions
Backups from SurePoint LMS include the financial transactions (money in/out) that make up trust financials for matters. This allows recreating ledger history in compatible systems.
The following people are required for a migration from SurePoint LMS:
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.
Firm IT 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.
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
Special warnings about SurePoint LMS
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 SurePoint LMS, 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.
