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Migrate from Zola Suite

Universal Migrator makes leaving Zola Suite easy.

What migrates from Zola Suite?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas
Users

Contact Data

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

Billing Data

Invoices
Invoices <=> Matter Relationships
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fees (Billed)
Flat Fees (Unbilled)

Email

Communications
Communications <=> Document Relationships (Attachments)
Communications <=> Matter Relationships
Communications <=> Participating Email Address Relationships

Task Data

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Custom Field Groups
Custom Field Groups <=> Related Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matter Data

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

Documents

Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions
Document Version Comments

Calendar Data

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

Other Data

More Available on Request

Where can I migrate Zola Suite to?

Zola Suite
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What a Migration Specialist Should Know

about 

Zola Suite

Zola Suite is a:

Browser-Based Application


This means that firm members can typically access Zola Suite from anywhere with an internet connection. When they need to use Zola Suite, they enter Zola Suite credentials into a Zola Suite website and are able to access all their data from there.

Universal Migrator extracts data from Zola Suite via:

Non-API Connections

The following credentials are required:

Admin Zola Suite Credentials (Dedicated)


The Migration Specialist will need an Administrator username and password into Zola Suite in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.

The computer used to migrate from Zola Suite:

Can be located Anywhere


Because data is extracted from Zola Suite via the internet, the migration can be run from any suitable location.

The following people are required for a migration from Zola Suite:

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 Zola Suite:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Zola Suite, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Zola Suite 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

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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