Meridio to SharePoint Online Migration
Migrate from Autonomy Meridio to SharePoint Online, simplifying document management while preserving your organized document structures, metadata, and version histories without the complexity of legacy systems.
Source
- Autonomy Meridio (all versions)
- Meridio Enterprise Edition
- Legacy Meridio installations
Target
- SharePoint Online
- Microsoft Teams
- OneDrive for Business
- Microsoft 365 ecosystem
Common challenges
- Converting Meridio profiles and properties to SharePoint content types and metadata
- Mapping matter files and workspaces to SharePoint sites or document sets
- Handling complex version trees and branching version histories
- Preserving document relationships, links, and cross-references
- Recreating Outlook integration and email filing workflows
- Migrating security models where profiles have document-level permissions
- Extracting content from legacy Meridio databases with limited documentation
- Managing professional services content structures (matters, clients, projects)
What makes these migrations complex?
Profile-Based Content Model
Autonomy Meridio's document-centric architecture with profile-based organization creates migration challenges when moving to SharePoint's library and metadata model. Meridio profiles—the backbone of document organization—combine properties, security, and lifecycle rules that must be thoughtfully decomposed into SharePoint content types, columns, and policies.
Matter Files & Workspaces
The platform's matter files and workspace concepts, commonly used in legal and professional services, don't have direct SharePoint equivalents. These containers organize related documents with shared metadata and security that needs mapping to SharePoint site structures, document sets, or custom solutions.
Complex Version History
Meridio's version control system maintains comprehensive document histories with branching capabilities that exceed SharePoint's simpler versioning model. Organizations must decide how to handle complex version trees—preserve all versions linearly, or archive older versions separately while maintaining active document versions in SharePoint.
Email Filing & User Workflows
Integration with email systems through Meridio's Outlook plugin represents embedded workflows where users file emails and attachments directly from Outlook. Recreating this user experience in Microsoft 365 requires planning around Outlook integration, Teams file sharing, and user adoption of different document filing patterns.
Legacy Customizations & APIs
Legacy Meridio installations, particularly those dating to Autonomy ownership before OpenText acquisition, often contain customizations, third-party add-ons, and integration code built on older APIs that are poorly documented and difficult to extract from.
How Xillio Addresses This
Pre-migration profile analysis with Xillio Insights
We analyze your Meridio environment to inventory document profiles, assess property usage, evaluate matter file structures, and map version complexity. This analysis informs SharePoint architecture decisions and identifies potential migration challenges before they impact your timeline.
Meridio-Specific Migration Knowledge
Our Autonomy Meridio connector, part of our comprehensive 60+ connector library developed over 20+ years, understands profile schemas, matter file structures, and database architectures across Meridio versions. We've migrated Meridio environments for legal, consulting, and professional services organizations.
Profile-to-Content Type Design
We create detailed mappings from Meridio profiles and properties to SharePoint content types and managed metadata, organizing matter-based content into appropriate site architectures—matter-specific sites, consolidated sites with content type filtering, or hybrid approaches based on your business model.
Version History Management
We work with you to determine appropriate version handling strategies—migrating all versions where compliance requires, or streamlining to current and recent versions while archiving historical versions separately.
User Experience Planning
We document existing Meridio workflows including Outlook integration patterns, providing guidance on recreating familiar document filing experiences using Microsoft 365 tools and training users on new patterns.
Proven at scale
With over 20 years of migration experience, Xillio has worked extensively with law firms, consultancies, and other professional services organizations across Meridio and other legacy content systems. Our proven approach balances matter-based content organization with modern collaboration capabilities.
Xillio is trusted by 250+ companies worldwide:
FAQ
Yes. We map Meridio document profiles and properties to SharePoint content types and site columns, preserving the document classification and metadata your business processes rely on.
We work with you to design appropriate SharePoint structures for matter-based content—dedicated sites per matter, document sets within libraries, or consolidated architectures with content type views depending on your firm's size and practices.
We provide options based on your requirements: migrate all versions where compliance demands it, or streamline to recent versions while archiving historical versions separately to optimize SharePoint performance.
Yes. We identify and preserve document relationships, maintaining links and cross-references between related documents within your SharePoint environment.
Yes. We support phased migrations by practice group, matter status (active vs. closed), or other criteria, allowing Meridio to remain operational for active matters during transition.
Yes. If you're decommissioning Meridio but need to retain closed matter files for professional liability or regulatory requirements, we can export content with complete profiles and metadata to long-term archival storage.
Ready to simplify document management for your professional services organization?
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