03.01 - Scoping Topics: What Data Migrates?

03.01 - Scoping Topics: What Data Migrates?

What Data Migrates?

The UniversalMigrator.com website is intentionally developed so that you can confidently convey what will and will not migrate.
The easiest way to convey this to your client is, while on a Teams meeting, ask them to share their screen and do the following:
  1. Go to UniversalMigrator.com
  2. Click on Migrate From
  3. Choose an App (like ProLaw)
  4. Scroll down and notice the list of apps you can migrate TO.  Choose one (like Clio Manage
This list of bullet points is a list of everything that migrates FROM the source and TO the destination.

Once they have done that, talk through all the bullet points so you know they have seen and heard what will migrate.

Also, ask the client if there is anything not on the list that they need migrated.

What if an app or a data point isn't on the list?

We are adding more data points and more apps all the time.  Just ask and we'll scope out the work and get started as soon as possible.
Here are a few things to be aware of:
  1. We do not charge extra for adding new systems or new data points.
  2. We'll need you to provide a backup or a login into the source system so we can add the mapping (our agreement enables you to do this.)
  3. When adding a new data point, we generally have same-day turnaround.
  4. When adding an entirely new system, it usually only takes 5-6 days.
We prefer to get to work as early as possible and will do the mapping even before they sign with you or pay you anything.