Migrating cases from Summation

At times, you may need to migrate case data from other software into Relativity. While a button for transferring data from one database to another doesn't exist, there are some ways you can help mitigate the process.

Recipe overview

This recipe highlights some best practices for migrating case information from Summation to Relativity.


  • Workspace access
  • Relativity Desktop Client


Migrating images

  • Clients sometimes find it easier to use the image volumes and load files on their server rather than exporting images from Summation. You can account for all the images by comparing the total images in Summation with the total number of images contained in the volumes on the server.
  • Use a conversion tool like iConvert to convert .dii files to .opt files.

    Note: Use a text editor like TextPad to combine multiple .dii files into one. Doing so saves time during the conversion and import processes.

Migrating data

  • Often, not all data stored in Summation is contained in the original volume load files on the server. You should perform an export from Summation that contains all metadata and work product fields.
  • Fields that use lookup tables in Summation—such as Names, Issues, and Doctype—should be created in Relativity as either single- or multiple-choice fields to match the previous fields.
  • Summation folder information is stored in the Folder field. You can use that information in two ways:
    • If you load the Folder field into a multiple-choice field, you see the folder structure in the tag tree. Ensure that, when loading the data, you delimited to maintain the nested value to the “\” character.

    • If you want to reproduce the Summation folder structure in your Relativity folders, you need to export the Folder field and import it into Relativity. During import, set the Folder Information Column accordingly.

Migrating transcripts

  • It may be easier to work with the original files received from the court reporting agency and import them directly into Relativity . Once they’re in your workspace, use the Process Transcript mass action to build the word index.
  • Create a separate folder for your transcripts. You can build out a folder tree with each deponent’s name as a sub-folder, or place them all in the root of the new transcript folder.

Migrating productions

You can export production images from Summation and imported into Relativity as a production set. You need to create a production set in Relativity and import documents into the set through the Relativity Desktop Client.

Migrating redactions

To migrate redactions from Summation to Relativity, you need to burn the redactions into the images and then import those images into Relativity .