| Databases |
Moved |
Notes |
| Lawyers & Timekeepers |
YES |
|
| Type of Law Codes |
YES |
|
| Disbursement (Expense) Codes |
YES |
G/L links are not migrated and will have to be re-established after migration. |
| Time Codes |
YES |
|
| User Accounts & Login Information |
YES |
Optional |
| Clients & Matters |
YES |
Both open and Closed clients and matters will be imported. |
| Contacts |
YES |
Optional |
| Vendors |
YES |
Optional |
| General Ledger Accounts |
YES |
Trust only. Does not include details. Balances for accounts not associated with Trust, AR, and WIP will not be migrated. Opening balances will have to be entered manually after migration – instructions can be provided. |
| Trust Bank Accounts |
YES |
Accounts will be renumbered to fit into the UA Chart of Accounts. |
| Unbilled Time & Fees |
YES |
Unbilled only. |
| Unbilled Disbursements |
YES |
Unbilled only. |
| Vendor Unbilled Disbursements |
YES |
Unbilled only. Imported as disbursements and will not be associated with Vendors. |
| Unpaid / Outstanding Bills |
YES |
Unpaid and opening balances only. Multiple bills in one matter will be grouped together and imported as an opening balance. Only the unpaid portion will be imported. Any payment details will have to be referenced in the original program. |
| Trust |
YES |
Opening balances only. Transaction details are not migrated and will have to be referenced in the original program. |
