Who do you want to do your migration?
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
What a Migration Specialist Should Know
about
USB Drives
USB Drives is a:
Desktop-Based Application
This means USB Drives typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts USB Drives 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 USB Drives. In this scenario, some people may say that USB Drives runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
USB Drives is a:
Document Storage System
Document storage systems are primarily concerned with storing documents and organizing them in a folder hierarchy. While profile attributes may sometimes be possible, this is not often how the system is used.
Universal Migrator extracts data from USB Drives via:
File-Share Connections
Other Notes:
Contact Name Assist
In USB Drives, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.
The following credentials are required:
Admin Credentials into the USB Drives File Server
The Migration Specialist will need the Administrator username and password into the USB Drives file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.
The computer used to migrate from USB Drives:
Should be located near the Documents
Because USB Drives is a desktop-based application and documents represent a majority of the data that will need to be transferred, the computer used for the migration should be near the same device that stores the documents.
In order to migrate from USB Drives:
The Firm Administrator must tag Matter folders that should be transferred.
A member of the firm will need to tag matter folders so they can be properly identified and migrated to the new system.
The following people are required for a migration from USB Drives:
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.
Firm IT Administrator
The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.
To migrate from USB Drives, the Migration Specialist needs:
A Universal Migrator Subscription
Remote Access Software (if migrating Documents)
Migration tools for USB Drives 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
