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What Data Can I Migrate from Time Matters to Clio?

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Objective:

  • Data Migration
  • Migrate to Clio
  • Migrate from Time Matters
  • LexisNexis Migration

Environment:

  • Clio Manage
  • Time Matters Database

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.

Note: Access to the Time Matters SQL Server is required to export your data. If you do not have access to your SQL Server, we recommend contacting your administrator or your 3rd party IT team to provide access. 

Answer:

  • Contacts Listing
  • Matters Listing
  • Calendar Events
  • Tasks (To Do's)
  • Unbilled Time/Expense Entries
  • Notes
  • Related Contacts

Depending on the quality of the data provided, we may also be able to migrate the following:

  • Email Communications
  • Phone Communications
  • Outstanding Balances

Related Content

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account?

How to Export Data From Time Matters

 

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