Migrate from Zola Suite

Universal Migrator makes leaving Zola Suite easy.

Are you a consultant or migration department?

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 <=> Contact Relationships
	Contact Custom Field Values
	Contact Notes
	Contact Categories
	Contact Categories <=> Participating Contact Relationships

Billing Data

	Invoices
	Time Entries (Billed)
	Time Entries (Unbilled)
	Expense Entries (Billed)
	Expense Entries (Unbilled)
	Flat Fees (Billed)
	Flat Fees (Unbilled)

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

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

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

Task Data

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

Where can I migrate Zola Suite to?

1/16

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What Should I Expect When Migrating?

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

Free Zoom Consultation

Are you a consultant or migration department?

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.

Free Zoom Consultation

Are you a consultant or migration department?

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.

Low Firm Preparation

(<1 day but may vary)

Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.

Legacy Admin Credentials

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

Entry-Level Consultant Required

Migrations from this system are suitable for entry level migration consultants.

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.

$3500 + Consultant Fees

Migrations from this system typically include a $3500 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.