What Data Can I Export From TABS3/Practice Master?

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Objective:

  • Migrate from Practice Master/Tabs3
  • Export data fromPractice Master/Tabs3
  • Practice Master/Tabs3 migration
  • Import data fromPractice Master/Tabs3
  • Get data fromPractice Master/Tabs3 to Clio 
  • Practice Master/Tabs3 Migrations

Environment:

  • TABS3/Practice Master
  • PC or Mac

Additional Information:

Important: TABS3 does not have export function. The data can only be exported through the Practice Master interface.

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:

Typically, the following data can be exported from TABS3/Practice Master and imported into Clio: 

  • Contact listing
  • Matter listing

Depending on the quality of your data, we may be able to bring: 

  • Related Contacts
  • Contact Notes
  • Matter Notes
  • Calendar Events

Related Content:

How to Export Data from Practice Master/TABS3

 

 

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