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Migrate from Worldox

Universal Migrator makes leaving Worldox easy.

What migrates from Worldox?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contact Data

Contacts

Documents

Document Categories
Document Folders
Document Custom Field Values (aka Profile Attributes)
Document Versions: Current Version
Document Versions: Previous Versions
Document Version Comments

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Document Custom Field Values (aka Profile Attributes)

Matter Data

Matters

Other Data

More Available on Request

Where can I migrate Worldox to?

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Worldox
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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.

What will the migration process look like?

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

(0-2 days but may vary)

Quick Migration

(0-2 days but may vary)

Once the migration starts, migrations from this system tend to complete very quickly. During this time, your firm may still look at your legacy system but no data should be added or modified. Migrations taking longer than a few hours often take place during the evening or over weekends.

Firm Decision Maker

A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.

Firm Homework

A member of your firm will likely be assigned a few tasks that will be necessary for an optimal migration experience.

Firm Homework: Contacts

Because contacts coming from this system are not tracked as people or companies, AI will guess at the contact type. For ideal results, the firm should review these results and potentially standardize contact names before their data is migrated to a new platform.

Varying Firm Preparation

Your firm will need to commit time answering questions/coordinating with your migration consultant. The amount of time will vary based on the complexity of your firms data, the amount of data there is, and how well-organized/clean the data is.

Legacy Admin Credentials

Your migration consultant will need an Administrator username and password into this application in order to extract your data.

Migration Workstation

Your migration, your IT provider will need to provision a dedicated Migration Workstation for exclusive use by your migration consultant (it cannot be shared by other staff members). It should be a robust computer with a high-speed connection to the internet and any other relevant services.

(if migrating documents)

File Server Access

(if migrating documents)

If documents are part of your migration, your IT provider will need to enable administrator access to your file server for your migration consultant.

Senior Consultant Required

Migrations from this system should only be performed by senior migration consultants.

(0-2 days but may vary)

Low Consultant Preparation

(0-2 days but may vary)

Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.

$2500 + Consultant Fees

Migrations from this system typically include a $2500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.

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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