Migrate Into Microsoft SQL Server Universal DB

Universal Migrator accelerates and automates migrating into Microsoft SQL Server.

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All these Apps migrate to Microsoft SQL Server

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What migrates into Microsoft SQL Server?

Universal Migrator transfers all the following data and more.

Firm Data

	Practice Areas
	Users
	User Categories
	User Categories <=> Participating User Relationships
	Text Snippets
	Text Snippets <=> User Assignments
	Note Categories

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 Trust Account Balances
	Contact Categories
	Contact Categories <=> Participating Contact Relationships

Billing Data

	Contact Trust Account Balances
	Matter Trust Account Balances
	Invoices
	Invoices - Payments
	Invoices - Payments - Allocations
	Invoices <=> Contact Relationships
	Invoices <=> Matter Relationships
	Time Entry Templates
	Time Entry Custom Field Values
	Time Entries (Billed)
	Time Entries (Unbilled)
	Expense Entry Templates
	Expense Entry Custom Field Values
	Expense Entries (Billed)
	Expense Entries (Unbilled)
	Flat Fee Activity Templates
	Flat Fees (Billed)
	Flat Fees (Unbilled)
	Rate Classes
	Rate Classes <=> Matter Relationships
	Rate Classes <=> Participating User Relationships

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

Task Data

	Task Entries
	Task Entry Custom Field Values
	Task Entries <=> Assigned to Contact Relationships
	Task Entries <=> Assigned to User Relationships
	Task Entries <=> Related Contact Relationships
	Task 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
	Time Entry Custom Field Values
	Expense Entry Custom Field Values
	Document Custom Field Values (aka Profile Attributes)
	Calendar Entry Custom Field Values
	Task Entry Custom Field Values

Matter Data

	Matters
	Matter Stages
	Matter Custom Field Values
	Matter Notes
	Matter Trust Account Balances
	Matters <=> Originating Contact Relationships
	Matters <=> Originating User Relationships
	Matters <=> Participating Contact Relationships
	Matters <=> Participating User Relationships

Documents

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

Calendar Data

	Calendar Entry Categories
	Calendar Entries
	Calendar Entry Custom Field Values
	Calendar Entries <=> Participating Contact Relationships
	Calendar Entries <=> Participating Email Addresses
	Calendar Entries <=> Participating User Relationships
	Calendar Entries <=> Related Calendar Entry Categories
	Calendar Entries <=> Related Contact Relationships
	Calendar Entries <=> Related Matter Relationships

Reminder Data

	Reminders
	Reminders <=> Participating Contact Relationships
	Reminders <=> Participating Email Address Relationships
	Reminders <=> Participating User Relationships
	Reminders <=> Related Calendar Entries
	Reminders <=> Related Task Entries

What Should I Expect When Migrating?

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

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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.