Migrate From
triConvey
Migrate Into
Clio Manage
All of the following migrates from
triConvey to Clio Manage
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deployment tracks
Who do you want to do your migration?
Two deployment tracks. Same Universal Migrator engine. Choose the path that matches your team's bandwidth.
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
quote modifiers
What affects your quote?
$$$$
Custom Scripting
Custom tweaking, cleaning or data enhancement
$$$$
Data Slicing
Carving out & excluding data from the migration
$$$
Custom Field & Custom Object Mapping
Complex data structures and custom configurations.
$$
Document Volume
Documents, versions, and the total transfer size.
Some migrations are fully subsidized by Clio Manage, marketing campaigns, and/or promotions.
What a Migration Specialist Should Know
about
triConvey
triConvey runs as 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.
triConvey 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 triConvey via:
Non-API Connections
Other Notes:
Document Name Humanization
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.
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.
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.
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.
To migrate from triConvey, the Migration Specialist needs:
A Universal Migrator Subscription
triConvey is associated with the following other applications:
Multiple Apps with the same Name
triConvey and Smokeball are the same product distributed under different names.
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
Special warnings about triConvey
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 triConvey, 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.
preferred partners
When we introduce you to a preferred partner, you know your project will be handled right.
Super Security
Preferred partners exceed industry standards, keeping your data protected in transit and at rest.
Zero Downtime
Your firm never stops working — even during the migration. You'll always have access to all your data.
100% Accuracy
Everything transfers right the first time. If you find an issue within 30 days, partners fix it free.
Hyper Responsive
Preferred partners are at your beck-and-call. Ready to talk at a moment's notice.
Testimonials
Customer testimonials
Don't just take our word for it - hear from our customers.
