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Universal Migrator says "Cannot Find DLL" when attempting a data extraction
Sometimes features in Universal Migrator do not work and an error message indicates that a DLL cannot be found. This often indicates that your antivirus software has malfunctioned. The following workaround will resolve the problem: Completely exit ...
Universal Migrator endlessly repeats "This agent has been running for: ..."
ISSUE: When extracting data, Universal Migrator shows messages like the following repeated endlessly: CAUSE: This is usually caused by using a migration workstation that is low on resources. To verify this is the case: 1. Open Management Studio and ...
Universal Migrator: Contact Type Detection Logic
Many systems keep track of whether a contact is a person or a company, however, some systems don't. In systems like that, Universal Migrator uses an algorithm to detect the contact type and potentially parse out the first, middle and last names as ...
4.3 - Migration Philosophy: Financial Migrations
When transferring financial information between different systems, it is important to understand the philosophy behind how the Universal Migrator thinks about financial data and how those conclusions were reached. All Math is Not Created Equal Each ...

Popular Articles
Working with Systems that Prevent Credential Sharing
Some applications prevent credential sharing by disconnecting a user from all other locations when they sign in. When working with a system that does not allow login sharing, special care must be taken so that a user does not inadvertently log in and ...
Clio Data Restore: Read Me First - Calendar Permissions
These instructions must be followed by each user in the firm. Permission Changes are only necessary during the migration Once the migration is complete, you can remove firm-wide access to your calendar. Prior to calendar entries being imported, each ...
If a task is related to an archived matter, mark it as complete
The following will mark all tasks that are related to a closed/archived matter as Complete. --The client has a bunch of tasks related to archived matters. --These tasks are NOT follow-ups and they NEVER intend on completing them. --The client would ...
Linearize Notes
Some systems support note comments(notes-on-notes). On systems like this, you might see notes organized as follows: |-Matter ABC.001 +-Note 1 (2021-01-01) +-Note 2 (2021-01-02) +-Note 2A (2021-01-04) +-Note 2B (2021-01-05) +-Note 2C (2021-01-06) ...
Tasks: Append Assigned To and Completed By to Descriptions
The script below will append the text 'Assigned to User: {firstName lastName}' and 'Completed by User: {firstName lastName}' to the end of the task description in cases where the users Email address was changed on the __M_Users table as a result of ...

App-Specific Info | In-App Help | Knowledge Base

In-App Help

Universal Migrator says "Cannot Find DLL" when attempting a data extraction

Universal Migrator endlessly repeats "This agent has been running for: ..."

Universal Migrator: Contact Type Detection Logic

4.3 - Migration Philosophy: Financial Migrations

Popular Articles

Working with Systems that Prevent Credential Sharing

Clio Data Restore: Read Me First - Calendar Permissions

If a task is related to an archived matter, mark it as complete

Linearize Notes

Tasks: Append Assigned To and Completed By to Descriptions