Migrate From
Unity Accounting
Migrate Into
Smart Advocate
All of the following migrates from
Unity Accounting to Smart Advocate
Firm Data
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Users
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 Custom Field Definitions
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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
Calendar & Events
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Calendar Entry Categories
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Calendar Entries
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Calendar Entries <=> Participating User Relationships
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Calendar Entries <=> Related Matter Relationships
Need More?
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More Available on Request
Custom Fields
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Contact Custom Field Definitions
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Contact Custom Field Values
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Matter Custom Field Definitions
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Matter Custom Field Picklists
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Matter Custom Field Values
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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Matter Custom Field Values
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Matter Notes
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Matters <=> Participating Contact Relationships
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Matters <=> Participating User 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 Matter Relationships
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 Smart Advocate, marketing campaigns, and/or promotions.
What a Migration Specialist Should Know
about
Unity Accounting
Unity Accounting runs as a:
Desktop-Based Application
This means Unity Accounting typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Unity Accounting on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Unity Accounting. In this scenario, some people may say that Unity Accounting runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Hybrid Application
This means Unity Accounting typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by Unity Accounting.
Unity Accounting is used as a:
Financial Management System
Financial management systems are optimized around billing, invoicing, and accounting.
Universal Migrator extracts data from Unity Accounting via:
Database Connections
Unity Accounting uses the following database backend:
Microsoft SQL Server
The following credentials are required:
Admin Credentials into the Unity Accounting Database Server
The Migration Specialist will need the Administrator username and password into the Unity Accounting 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 Unity Accounting:
Can be located Anywhere
Because data is extracted from Unity Accounting via the internet, the migration can be run from any suitable location.
Can be located Anywhere
Because data is extracted from the Unity Accounting database, the migration can be run from anywhere with access to a backup of the database.
In order to migrate from Unity Accounting:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Unity Accounting to users in the new system.
The following people are required for a migration from Unity Accounting:
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 Unity Accounting, the Migration Specialist needs:
A Universal Migrator Subscription
Unity Accounting is associated with the following other applications:
Multiple Apps with the same Name
EsiLaw was acquired and rebranded as Unity Accounting. The two apps are the same product distributed under different names.
Migration tools for Unity Accounting 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
IT Professionals with an active Bronze Migration Specialist subscription
Special warnings about Unity Accounting
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 Unity Accounting, 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.
