- Know what data can be downloaded from Rocket Matter and uploaded to Clio
- Rocket Matter
Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.
For details on how to export data from Rocket Matter, click here.
- Matters (limited)
- Matter name
- Matter client
- Open/closed status
- Open date