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Migrate from TABS3 / Practice Master

Universal Migrator makes leaving TABS3 easy.

What migrates from TABS3?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Matter Data

Matters
Matter Notes
Matter Trust Account Balances
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Versions: Current Version

Task Data

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Contact Data

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact <=> Contact Relationships
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing Data

Matter Trust Account Balances
Invoices
Invoices <=> Matter Relationships
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entries (Billed)
Expense Entries (Unbilled)

Calendar Data

Calendar Entries
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Other Data

More Available on Request

Where can I migrate TABS3 to?

TABS3
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What a Migration Specialist Should Know

about 

TABS3

TABS3 is a:

Desktop-Based Application


This means TABS3 typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts TABS3 on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access TABS3. In this scenario, some people may say that TABS3 runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from TABS3 via:

Database Connections

TABS3 uses the following database backend:

Faircom CTree

Other Notes:

TABS3 is a Field-Based Application


In TABS3, just about every field is a custom field. Because of this, firms coming from TABS3 tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

The following credentials are required:

Admin TABS3 Credentials


Your migration consultant will need an Administrator username and password into TABS3 in order to extract your data.

Admin Credentials into the TABS3 Database Server


Your migration consultant will need the Administrator username and password into the TABS3 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 TABS3 File Server


"Your migration consultant will need the Administrator username and password into the TABS3 file server in order to extract your documents.

This should be the Administrator account and not another account that has administrative access."

The computer used to migrate from TABS3:

Can be located Anywhere


Because data is extracted from the TABS3 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 TABS3:

Migration Specialist

Firm Administrator

Firm IT Administrator

In order to migrate from TABS3:

The Firm Administrator must complete a User Mapping spreadsheet.


A member of the firm will need to complete a small spreadsheet mapping users from TABS3 to users in the new system.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.


Firms migrating from TABS3 tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

To migrate from TABS3, the Migration Specialist needs:

A Universal Migrator Subscription

A Full Convert License

Specialized Database Drivers

Migration tools for TABS3 are available to:

Universal Migrator's Internal Migration Team

Universal Migrator Gold Consultants

Universal Migrator Silver Consultants

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

Zero Downtime.

Universal Migrator is 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.

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.

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

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