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 |
Your app not listed? Request a new destination.
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
The Migration Specialist will need an Administrator username and password into TABS3 in order to extract your data.
Admin Credentials into the TABS3 Database Server
The Migration Specialist 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
The Migration Specialist 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
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.
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
IT Professionals with an active Gold Migration Specialist certification
IT Professionals with an active Silver 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 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.
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