Migrate Into ActionStep

Universal Migrator accelerates and automates migrating into ActionStep.

Are you a consultant or migration department?

What migrates into ActionStep?

Universal Migrator transfers all the following data and more.

Firm Data

	Practice Areas
	Users

Matter Data

	Matters
	Matter Notes
	Matters <=> Originating Contact Relationships
	Matters <=> Originating User Relationships
	Matters <=> Participating User Relationships

	Communications
	Communications <=> Matter Relationships
	Communications <=> Participating Contact Relationships
	Communications <=> Participating Email Address Relationships
	Communications <=> Participating User Relationships

Other Data

More Available on Request

Contact Data

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact Notes

Billing Data

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

Task Data

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

Are you a consultant?

Download tools to migrate firms to Action Step.

Become a consultant.

All these Apps migrate to ActionStep

We add new systems all the time. Need a different one? Contact Us.

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.