KCS - What Data can I Migrate from Lexis Nexis Firm Manager [FirmManager] to Clio?

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Objective:

  • Migrate from Lexis Nexis Firm Manager
  • Export data from Lexis Nexis Firm Manager
  • Lexis Nexis Firm Manager migration
  • Import data from Lexis Nexis Firm Manager
  • Get data from Lexis Nexis Firm Manager to Clio 

Environment:

  • Lexis Nexis Firm Manager
  • Clio Web App 

Answer:

Typically, the following data can be exported from Firm Manager and imported into Clio: 

  1. Contact Listing
  2. Matter Listing
  3. Tasks
  4. Time and Expenses (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 do I export from Firm Manager?

 

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