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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.

  • Depending on how the information is stored in Time Matters, it might be possible to export Related Contacts and Matter Notes

Answer:

  • Contacts
  • Matters
  • Calendar
  • Tasks
  • Time Entries (Unbilled)
  • Expense Entries (Unbilled)

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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