Acumin Documentation

Converted File Opening Date does not match source application date when there are converted transactions older than the matter opened date

Client Matter Conversion:

In Acumin transaction dates are controlled in context of the matter-opened date, therefore all transactions must be dated equal or more in the future than the matter-opened date. As this is not always the case for conversion source products, to ensure Acumin will function as expected, our conversion programs will take as the matter’s opened-date, the source-application’s opened-date or the date of the matter’s first transaction, whichever is oldest.