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Migrate from Tabs3 Practice Master

Universal Migrator makes leaving Tabs3 Practice Master easy.

What migrates from Tabs3 Practice Master?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users
Text Snippets

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Time Entry Templates
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Templates
Expense Entries (Billed)
Expense Entries (Unbilled)

Email

Communications
Communications <=> Matter Relationships
Communications <=> Participating Email Address Relationships

Tasks & To-Dos

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

Custom Fields

Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
Matter Custom Field Values
Matter Notes
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions
Document Version Comments

Calendar & Events

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

Need More?

More Available on Request

Where can I migrate Tabs3 Practice Master to?

Tabs3 Practice Master
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What a Migration Specialist Should Know

about 

Tabs3 Practice Master

Tabs3 Practice Master is a:

Desktop-Based Application


This means Tabs3 Practice Master typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Tabs3 Practice Master 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 Practice Master. In this scenario, some people may say that Tabs3 Practice Master runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from Tabs3 Practice Master via:

Database Connections

Tabs3 Practice Master uses the following database backend:

Faircom CTree

Other Notes:

Tabs3 Practice Master is a Field-Based Application


In Tabs3 Practice Master, just about every field is a custom field. Because of this, firms coming from Tabs3 Practice Master tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

The following credentials are required:

Admin Tabs3 Practice Master Credentials


The Migration Specialist will need an Administrator username and password into Tabs3 Practice Master in order to extract your data.

Admin Credentials into the Tabs3 Practice Master Database Server


The Migration Specialist will need the Administrator username and password into the Tabs3 Practice Master 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 Practice Master File Server


The Migration Specialist will need the Administrator username and password into the Tabs3 Practice Master 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 Practice Master:

Can be located Anywhere


Because data is extracted from the Tabs3 Practice Master database, the migration can be run from anywhere with access to a backup of the database.

Should be located near the Documents


Because Tabs3 Practice Master is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

The following people are required for a migration from Tabs3 Practice Master:

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 Practice Master:

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 Practice Master to users in the new system.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.


Firms migrating from Tabs3 Practice Master 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 Practice Master, the Migration Specialist needs:

A Universal Migrator Subscription

A Full Convert License

Specialized Database Drivers

Remote Access Software (if migrating Documents)

Migration tools for Tabs3 Practice Master 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.

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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