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Migrate from Tabs3 Trust Accounting

Universal Migrator makes leaving Tabs3 Trust Accounting easy.

What migrates from Tabs3 Trust Accounting?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Matters

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

Need More?

More Available on Request

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Notes

Billing / AR

Matter Trust Account Balances

Where can I migrate Tabs3 Trust Accounting to?

Tabs3 Trust Accounting
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What a Migration Specialist Should Know

about 

Tabs3 Trust Accounting

Tabs3 Trust Accounting is a:

Desktop-Based Application


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

Universal Migrator extracts data from Tabs3 Trust Accounting via:

Database Connections

Tabs3 Trust Accounting uses the following database backend:

Faircom CTree

Other Notes:

Tabs3 Trust Accounting is a Field-Based Application


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

The following credentials are required:

Admin Tabs3 Trust Accounting Credentials


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

Admin Credentials into the Tabs3 Trust Accounting Database Server


The Migration Specialist will need the Administrator username and password into the Tabs3 Trust Accounting 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 Tabs3 Trust Accounting:

Can be located Anywhere


Because data is extracted from the Tabs3 Trust Accounting 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 Trust Accounting:

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 Trust Accounting:

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 Trust Accounting to users in the new system.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.


Firms migrating from Tabs3 Trust Accounting 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 Trust Accounting, the Migration Specialist needs:

A Universal Migrator Subscription

A Full Convert License

Specialized Database Drivers

Migration tools for Tabs3 Trust Accounting 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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