Episode 89: Effortless CRM, LPM Transitions - Tony Valenti of Universal Migrator.

The Tech Savvy Lawyer

Tony Valenti, CEO of UniversalMigrator.com, is a visionary leader in legal tech, transforming the complex process of data migration for lawyers of any law firm size. Under his guidance, Universal Migrator makes it effortless to transfer data between law practice management systems, ensuring that migrations don't have to suck. Tony's innovative approach simplifies transitions, empowering firms to move forward with confidence.

Join Tony and me as we discuss the following three questions and more!

1. What are the top three factors lawyers should consider when choosing their first or next CRM in terms of traceability? If their choice turns out not to be the right one, what should they do?
2. Universal Migrator does not always transfer every data set from one CRM to another. What are your top three tips for lawyers to transfer those data sets in a different way?
3. What are your top three tips for lawyers after they make the transfer, before fully committing to the new CRM and canceling their old one?

In our conversation, we cover the following:

[01:06] Tony's current tech setup

[08:02] Key Considerations for Lawyers When Choosing a CRM

[22:26] Tips for Lawyers on Migrating Incompatible Data and Tasks

[28:18] Critical Steps for Lawyers Before Fully Committing to a New CRM

[30:41] CRM Choices and the Role of Universal Migrator in Legal Tech Transitions

[32:32] How Universal Migrator Protects Client Data During Legal Tech Migrations

[34:23] The Role of AI in Legal Data Migrations

[37:03] Connect with Tony

Resources:

Connect with Tony:

• Email: [e-mail]
• LinkedIn: linkedin.com/in/tony-valenti
• Website: universalmigrator.com/

Hardware mentioned in the conversation:

• Anker speakerphone: ankerwork.com/products/a3301
• Blue Yeti Microphone: logitechg.com/en-us/products/streaming-gear/yeti-premium-usb-microphone
• Elgato Stream Deck XL: elgato.com/ww/en/p/stream-deck-xl
• Intel i9 9900K: ark.intel.com/content/www/us/en/ark/products/186605/intel-core-i9-9900k-processor

Software & Cloud Services or Apps mentioned in the conversation:

• Clio: clio.com/
• Faster Suite: fasterlaw.com/
• Lawmatics: lawmatics.com/
• Matter Match Migrator: mattermatchmigrator.com/product-page/matter-match-migrator
• MyCase: mycase.com/
• NetDocuments: netdocuments.com/
• PracticePanther: practicepanther.com/
• Rocket Matter: rocketmatter.com/
• Stream Deck Plugins: barraider.com/
• Universal Migrator: universalmigrator.com/