Gauvreau CPA, a recognized Clio Gold Partner, has selected Universal Migrator as their solution for migrating client firms into Clio, significantly accelerating their onboarding processes and expanding their service capabilities.

Universal Migrator is a tool that helps law firms and legal organizations migrate their data when moving from one practice management solution or technology platform to another. Working primarily with legal tech consultants and migration departments, Universal Migrator facilitates hundreds of data and document migrations every month.

 

Finding the Right Migration Solution

Before selecting Universal Migrator, Gauvreau CPA conducted an extensive evaluation of available options, including potential acquisitions and developing their own proprietary migration tools. After a thorough assessment, Universal Migrator emerged as the clear frontrunner.

“We had no idea migrations could be this easy. In between my normal job responsibilities, I’m doing 2-3 migrations per week. Because Universal Migrator already has all the mappings built, all I need to do is focus on the project management instead of all the technical details,” says Joshua Veldman, CIO / Director of Business Solutions at Gauvreau CPA.

 

Streamlining the Migration Process

A key factor in Gauvreau’s decision was Universal Migrator’s extensive library of over 130 different connectors with prebuilt mappings into various platforms including Clio, MyCase, ActionStep, NetDocuments, iManage, and many others. This breadth of integration capabilities allows Gauvreau to service clients regardless of their current practice management system.

The prebuilt mappings significantly reduce the technical complexity of migrations, enabling Gauvreau to complete multiple migrations weekly without requiring dedicated technical staff or extensive specialized training.

As a Clio Gold Partner, Gauvreau CPA works with law firms transitioning to Clio’s practice management platform. The migration process has traditionally been one of the most challenging aspects of these transitions, often becoming a bottleneck in the overall implementation timeline.

By implementing Universal Migrator, Gauvreau has transformed data migration from a technical challenge into a straightforward project management task. This shift has enabled them to scale their migration capabilities while maintaining high standards of data integrity and client satisfaction.

 

About Universal Migrator

Universal Migrator has established itself as an essential tool for legal tech consultants and migration specialists worldwide. The platform, which won the ABA Techshow Startup Alley Pitch Competition in 2023, continues to expand its connector library and enhance its migration capabilities.

For law firms and legal organizations considering a platform change, partnering with experienced consultants like Gauvreau CPA who utilize Universal Migrator can significantly reduce the time, complexity, and risk traditionally associated with data migrations.