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What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
Text Snippets | |
Text Snippets <=> User Assignments |
Matters
Matters | |
Matter Notes | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact <=> Contact Relationships | |
Contact Notes | |
Contact Trust Account Balances | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Contact Trust Account Balances | |
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Contact Relationships | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Need More?
More Available on Request |
Ready to Start this Migration?
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