Analyze with PowerBI

Universal Migrator enables reporting with PowerBI.

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All these Apps are reportable with PowerBI

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What is reportable with PowerBI?

Universal Migrator transfers all the following data and more.

Custom Objects

	Custom Object Definitions
	Custom Objects
	Custom Object Custom Field Values
	Custom Object <=> Contact Relationships
	Custom Object <=> Matter Relationships

Custom Fields

	Custom Object Custom Field Values
	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

Matters

	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
	Matter Tags

Accounts Payable

	Vendor Bills
	Vendor Bill Payments
	Vendor Payment Allocations

Documents

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

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

Tasks & To-Dos

	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

Personal Injury

	Damages
	Insurance Policies
	Insurance Policy <=> Contact Relationships
	Insurance Policy <=> Matter Relationships

Firm Data

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

Contacts

	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
	Contact Tags

Billing / AR

	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

General Ledger

	Bank Accounts
	Chart of Accounts
	Transactions
	Activities

Document Register

	Safe Custody Packets
	Safe Custody Documents

Calendar & Events

	Calendar Entry Categories
	Calendar Entry Categories <=> Related Calendar Entries
	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 Contact Relationships
	Calendar Entries <=> Related Matter Relationships

Reminders

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

Need More?

More Available on Request

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.