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Migrate from Winvantage

Universal Migrator makes leaving Winvantage easy.

What migrates from Winvantage?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Invoices
Invoices <=> Matter Relationships
Time Entry Templates
Time Entries (Billed)
Time Entries (Unbilled)
Rate Classes
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Document Register

Safe Custody Documents

Need More?

More Available on Request

Custom Fields

Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
Matter Stages
Matter Custom Field Values
Matter Notes
Matters <=> Originating User Relationships
Matters <=> Participating User Relationships

General Ledger

Bank Accounts
Chart of Accounts

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Where can I migrate Winvantage to?

Winvantage
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What a Migration Specialist Should Know

about 

Winvantage

Winvantage is a:

Desktop-Based Application


This means Winvantage typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Winvantage 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 Winvantage. In this scenario, some people may say that Winvantage runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from Winvantage via:

Database Connections

Winvantage uses the following database backend:

Microsoft SQL Server

Other Notes:

Moving Everything is Easier (and Cheaper!)


Universal Migrator has heavily automated the process of moving data from Winvantage. Because of this, it is often easier and cheaper for a consultant to move all the data from Winvantage instead of just some of the data.

Save Money by Hiring a Data+Document Specialist


If someone came to a law firm and said "I have a simple issue. What will it cost to represent me?" most firms could provide a competitive, ball-park estimate.

However, if someone else had the same issue, but wanted two firms to each handle half the project, and wanted the two firms to coordinate with each other, and wanted everything the two firms did to perfectly align with each other, the simple issue would be way more complex and expensive.

Document Migrations are similar.

While many companies provide free data migrations (contacts, matters, notes, etc.), if you intend to migrate documents, the document migration will often be much cheaper if you have the document migrator do the data migration as well.

(Most document migrators provide free data migrations and provide a discount on the document migration if they do the free data migration.)

The computer used to migrate from Winvantage:

Can be located Anywhere


Because data is extracted from the Winvantage database, the migration can be run from anywhere with access to a backup of the database.

Should be located near the Documents


Because Winvantage is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

The following people are required for a migration from Winvantage:

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 Winvantage:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Winvantage, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Winvantage 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

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

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.

No Mistakes - No Human Error - Ever.

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.

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

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