What data migrates?
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 |
Billing / AR
Invoices | |
Invoices <=> Matter Relationships | |
Time Entry Templates | |
Time Entries (Unbilled) |
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 |
Custom Fields
Custom Field Definitions | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Originating User Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts |
Need More?
More Available on Request |
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
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.
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.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.