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:
- Go to UniversalMigrator.com
- Click on Migrate From
- Choose an App (like ProLaw)
- 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:
- We do not charge extra for adding new systems or new data points.
- 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.)
- When adding a new data point, we generally have same-day turnaround.
- 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.
Related Articles
03.05 - Scoping Topics: What order does data migrate?
When Universal Migrator transfers data, it moves it in layers. This allows the firm to start using the new system as quickly as possible. The very first things that migrate are contact and matter names. When the names are migrated, they initially do ...
03.02 - Scoping Topics: What Should be Migrated?
Background: In most situations, firms want all their data copied into their new system. This is great for the firm and the migration specialist. However, sometimes firms think they want some data excluded. Often they ask this because: They think it ...
03.10 - Scoping Topics: Migration Calendar Items
Once a migration date is picked, you should send your point of contact three calendar invites and ask that they create similar invites for everyone in their firm. "Wrap Up" Invite This invite's purpose is to warn the firm members that the final ...
03 - Scoping your First Migration
When a patient needs an operation, a good surgeon gets as much information as possible from the patient before recommending a course of action or providing a quote. By taking this approach, the surgeon can provide a better, more informed experience ...
03.06 - Scoping Topics: What happens if something doesn't migrate right?
We recommend that all migration specialists include a 30-day warranty. What if something doesn't migrate right? You should tell the client: As a precaution, after you do a restore, you keep a backup of their data and logs for 30 days. When you move ...