Migrate from triConvey

Universal Migrator makes leaving triConvey easy.

Are you a consultant or migration department?

What migrates from triConvey?

Universal Migrator transfers all the following data and more.

Firm Data

	Practice Areas
	Users

Matter Data

	Matters
	Matter Notes
	Matters <=> Originating User Relationships
	Matters <=> Participating Contact Relationships
	Matters <=> Participating User Relationships

Documents

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

Task Data

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

Contact Data

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact <=> Contact Relationships
	Contact Notes

Billing Data

	Invoices
	Invoices - Payments
	Invoices - Payments - Allocations
	Invoices <=> Contact Relationships
	Invoices <=> Matter Relationships
	Time Entries (Billed)
	Time Entries (Unbilled)
	Expense Entries (Billed)
	Expense Entries (Unbilled)
	Flat Fees (Billed)
	Flat Fees (Unbilled)

Calendar Data

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

Other Data

More Available on Request

Where can I migrate triConvey to?

1/19

Your app not listed? Request a new destination.

Have Questions?

Schedule a free consultation.

Free Zoom Consultation

Are you a consultant or migration department?

What a Migration Specialist Should Know

about

triConvey

triConvey is a:

Hybrid Application

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.

Universal Migrator extracts data from triConvey via:

Non-API Connections

The following credentials are required:

Admin triConvey Credentials

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

The computer used to migrate from triConvey:

Can be located Anywhere

Because data is extracted from triConvey via the internet, the migration can be run from any suitable location.

The following people are required for a migration from triConvey:

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.

In order to migrate from triConvey:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from triConvey to users in the new system.

To migrate from triConvey, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for triConvey 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.

Free Zoom Consultation

Are you a consultant or migration department?

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 is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.