Migrate from triConvey
Universal Migrator makes leaving triConvey easy.
What migrates from triConvey?
Universal Migrator transfers all the following data and more.
Firm Data
Users |
Matters
Matters | |
Practice Areas | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Notes |
Billing / AR
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Activity Codes | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Time Entries <=> Activity Codes | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Expense Entries <=> Activity Codes | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) | |
Fee Entries <=> Activity Codes |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Your app not listed? Request a new destination.
What a Migration Specialist Should Know
about
triConvey
triConvey is a:
This means triConvey typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by triConvey.
Hybrid Application
Universal Migrator extracts data from triConvey via:
Non-API Connections
Other Notes:
In triConvey's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through triConvey.
Document Name Humanization
The following credentials are required:
The Migration Specialist will need an Administrator username and password into triConvey in order to extract your data.
Admin triConvey Credentials
The computer used to migrate from triConvey:
Because data is extracted from triConvey via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from triConvey:
A member of the firm will need to complete a small spreadsheet mapping users from triConvey to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
The following people are required for a migration from triConvey:
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.
Migration Specialist
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 Administrator
To migrate from triConvey, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for triConvey 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
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 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



