2017

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KCS - What can I export from Lexis Nexis FirmManager?

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.

Objective:

  • Migrate data from FirmManager
  • Export information from FirmManager
  • Move information from Lexis Nexis to Clio

Environment:

Additional Information:

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.

Answer:

  • Contact listing
  • Matter Listing
  • Tasks
  • Time Entries (only unbilled)
  • Expenses (only unbilled)
  • Contact and Matter notes are obtained in HTML format and can be manually imported into the Documents tab by the user itself as this is not currently supported by the Migrations team
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