Where can I migrate
TeamConnect
to?
Who do you want to do your migration?
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
All of the following migrates from
TeamConnect
Firm Data
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Users
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User Categories
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User Categories <=> Participating User Relationships
Contacts
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Contacts
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Contact Addresses: Email Addresses
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Contact Addresses: Postal Addresses
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Contact Addresses: Phone Numbers
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Contact Addresses: Websites
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Contact <=> Contact Relationships
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Contact Custom Field Definitions
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Contact Custom Field Picklists
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Contact Custom Field Values
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Contact Notes
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Contact Categories
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Contact Categories <=> Participating Contact Relationships
Tasks & To-Dos
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Task Entry Categories
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Task Entry Category <=> Task Entry Links
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Task Entries
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Task Entries <=> Assigned to User Relationships
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Task Entries <=> Related Contact Relationships
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Task Entries <=> Related Matter Relationships
Custom Fields
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Contact Custom Field Definitions
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Contact Custom Field Picklists
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Contact Custom Field Values
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Matter Custom Field Definitions
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Matter Custom Field Picklists
Matters
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Matters
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Practice Areas
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Matter Custom Field Definitions
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Matter Custom Field Picklists
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Matters <=> Participating Contact Relationships
Calendar & Events
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Calendar Entry Categories
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Calendar Entry Categories <=> Related Calendar Entries
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Calendar Entries
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Calendar Entries <=> Related Matter Relationships
Need More?
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More Available on Request
What a Migration Specialist Should Know
about
TeamConnect
TeamConnect runs as a:
Browser-Based Application
This means that firm members can typically access TeamConnect from anywhere with an internet connection. When they need to use TeamConnect, they enter TeamConnect credentials into a TeamConnect website and are able to access all their data from there.
TeamConnect 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 TeamConnect via:
Database Connections
TeamConnect uses the following database backend:
Orcale
The following credentials are required:
Admin TeamConnect Credentials
The Migration Specialist will need an Administrator username and password into TeamConnect in order to extract your data.
Admin Credentials into the TeamConnect Database Server
The Migration Specialist will need the Administrator username and password into the TeamConnect 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 TeamConnect:
Can be located Anywhere
Because data is extracted from the TeamConnect database, the migration can be run from anywhere with access to a backup of the database.
In order to migrate from TeamConnect:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from TeamConnect to users in the new system.
The following people are required for a migration from TeamConnect:
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.
To migrate from TeamConnect, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for TeamConnect 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 TeamConnect
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 TeamConnect, 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.
Migrate From
TeamConnect