The 2020 Legal Trends Report is now available. Get the latest insights here.

PracticePanther Data Migration Guide

 Important Information For Your Migration

The success of your data migration will depend on the quality of the data stored in your previous software

Before migrating your information, we strongly recommend ensuring that your data is consistently formatted, sufficiently backed up, and stored securely. Clio’s migrations team does not offer a data cleaning service. If the data is formatted inconsistently it will be reflected in that format after your migration to Clio. 

Inconsistent data is when your data is stored in the incorrect fields in the previous software, for example, an email address is added to the last name field, or a phone number is stored in a prefix field. If you are not certain, it is recommended that you consult with your Clio representative before proceeding. 

Practice Panther to Clio Data Migrations Roadmap:

  1. Review information on the migration process
  2. Export your data from practice panther
  3. Prepare Your Data
  4. Send your data to Clio (You Will Be Sent This Link By A Clio Representative)
  5. Clio processes and imports your data
  6. Review your Imported data

 

Information That Will Not be Imported

Clio’s Migrations Team  does not migrate the following information from your previous system  

How Is Your Data is Processed

Matters

  • When importing the Matter Listing to Clio that has a contact that is not already added to the Clio Account we will automatically create that missing contact. The contact record created will contain no addresses or phone numbers and will need to be updated by the user after the migration.
  • Matter Status will be set to what is identified in the Matter Status, not by open and close dates. If a Matter has a close date but is open then this matter will import as Open 

Time, Expenses and Communications

  • If a Time Entry or Expense has a $0.00 rate with a quantity of 0, these entries will not be imported. 
  • If the user who performed the work is not added to the Clio Account prior to the data being imported then those Time and Expense entries will not be imported. 
  • If a Time, Expense or Communication entry is associated with a matter not included in the data being imported then these entries will not import

Communications, Calendar, and Tasks 

  • If a Communication entry (communication or phone log) is associated with a matter that is not included in the data being imported then these entries will not import
  • If there are multiple people associated with a Task, Calendar event or Communication log then these entries will be assigned to the first person listed as an assignee

Notes

  • In Practice Panther, notes can exist without being linked to a Matter or Contact. In Clio, a note requires a Matter or Contact to import If there is no Contact or Matter assigned in Clio then these Notes will not import.

Other 

  • If a field(e.g Matter Description) has more than 255 characters then this part of the data will fail during the import and a decision will be made by the user on how they would like to migrate the data.

Migrated Fields

Contacts

Practice Panther Field

Can The Data Be Migrated?

Contact/ Company Name

Yes

Email Addresses

Yes

Phone Number (Phone, Home, Mobile, and Fax)

Yes

Addresses 

Yes

Contacts Tags

Yes (Custom Field)

Assigned To

No

Contact URL

No

Matters

Practice Panther Field

Can The Data Be Migrated?

Matter Name

Yes

Matter Number

Yes

Matter Status (Open or Closed)

Yes

Open Date

Yes

Close Date

Yes

Originated by (Responsible and Originating Attorney)

Yes 

Matter Tags

Yes (Custom Field)

Assigned To

No

Matter Rate 

No 

Matter Billable/Non-Billable

No

Matter URL

No

Time Entries (Unbilled only)

Practice Panther Field

Can The Data Be Migrated?

Item 

Yes

Status

Yes

Date

Yes

Description

Yes

Hrs

Yes

Rate

Yes

Is Time Entry selected

No

Private Notes

No

Matter

Yes

Created by

Yes

Item Code

No

Total

No 

Billed by

No

Created Date

No

Expense Entries (Unbilled only)

Practice Panther Field

Can The Data Be Migrated?

Expense

Yes

Description

Yes

Date

Yes

Total

Yes

Matter

Yes

Created By

Yes

Quantity

No

Status

No

Receipt

No

Is Expense selected

No

Private Notes

No

Price (Total Mapped Instead)

No

Quantity

No

Contact

No

Billed By

No

Cost Type

No

Created by

No

Tasks

Practice Panther Field

Can The Data Be Migrated?

Description

Yes

Due Date

Yes

Activity

Yes

Status

Yes

Priority (Only on Elite Subscription, click here to learn more)

Yes

Matter

Yes

Assigned To

Yes

Flat Fee Logged

No

Tags

No

Created Date

No

Time Logged

No

Notes

Practice Panther Field

Can The Data Be Migrated?

Description

Yes

Activity

Yes

Status

No

Date

Yes

Tags

No

Created Date

No

Contact

Yes

Matter

Yes

Time Logged

No

Is Activity Selected

No

Flat Fee Logged

No

Assigned To

Yes

Emails

Practice Panther Field

Can The Data Be Migrated?

Description

Yes

Activity

Yes

Date

Yes

Matter

Yes

Assigned To

Yes

Status

No

Tags

No

Created Date

No

Time Logged

No

Is Activity Selected

No

Flat Fee Logged

No




Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality