Universal Migrator Update: 2025-07-23
If you have a Universal Backup database from a previous version of Universal Migrator, you will need to upgrade it by following the Delta Migration Procedure.
New Backup Tools
Universal Migrator now includes Backup options for the following applications:
- CaseCloud
- CityLaw
- DocRio
- Surepoint LMS
- Vimeo
With this update, Universal Migrator now supports 2882+ migration paths.
Database Schema Changes
This update makes slight adjustments to the Universal Database to clarify how fields are used.
The following represent the most notable changes:
Source_Agent (This is a newly introduced column)
This records the Agent that generated this record.
Source_Date_From (This is a newly introduced column)
This records the start time that the agent began processing this record's source data.
Source_Date_Till (This is a newly introduced column)
This records the end time that the agent completed the output of this record.
Action_Group (formerly Batch_Number)
This indicates the records that should be processed. Only records in the highest Action_Group will be processed.
Action_Priority (formerly Batch_Group)
This indicates the relative priority in which records should be processed. Record with the highest Action_Priority will be queued for processing first.
Log_ReferenceCode (formerly Status_ReferenceCode)
This indicates a recent error code.
Log_Subject (formerly Status_Subject)
This indicates a recent error message.
Log_Description (formerly Status_Description)
This indicates the full text of all logs related to this record.
Log_Date_From (formerly Status_Date_From)
This indicates the start date of the log message.
Log_Date_Till (formerly Status_Date_Till)
This indicates the end date of the log message (if applicable)
New Features
Matter Categories / Groups
A number of different practice management systems support the concept of Matter Categories and Matter-to-Matter relationships. Depending on the system you are migrating firms from, the firm may refer to Matter Categories as "Related Matters", "Companion Cases" or "Case Groups".
Conceptually, a Matter Category is a grouping of related matters that are generally, all connected in a legal way. For example, imagine that your firm represents 117 different victims in product liability cases against "Ladder Co." - a company that sells defective ladders. The Matter Category may be "Defective Ladders RE Ladder Co".
Two new tables have been introduced that capture this data:
__M_Matters_Categories
This table represents the name of the grouping of matters.
__M_Matters_Categories_Participating_Entities
This captures the different matters in the group
In some systems, Matter-to-Matter relationships are directional meaning that if Matter A is related to Matter B, then Matter B is not necessarily also related to Matter A. In these systems, the 'Source' matter will have Final_Kind = 'Parent' and all matters it links to will have Final_Kind = 'Child'.
In other systems, Matter-to-Matter relationships are bi-directional meaning that is Matter A is related to Matter B, then Matter B is also related to Matter A. In these systems, all the matters in the group will have Final_Kind = 'Child'.
Enhanced Tools
The following tools have been enhanced since the June 2025 update to Universal Migrator:
- Amazon S3 Backup
- Amicus Attorney Backup
- Aderant Total Office Backup
- Clio Backup
- Clio Grow Backup
- CloudLex Backup
- Coyote Analytics Backup
- CP Financial Backup
- File Maker Pro Backup
- Honeybook Backup
- iManage Backup
- Intapp Backup
- Merus Case Backup
- MFiles Backup
- Omega Backup
- PerfectLaw Backup
- Soluno Backup
- Smart Advocate
- Smokeball Backup
- Surepoint Backup
- TrialWorks Backup
- Zola Suite Backup
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