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- Migrate from Account Edge
- Export data from Account Edge
- Account Edge migration
- Import data from Account Edge
- Get data from Account Edge to Clio
- Clio Manage
- Account Edge
Please note that the 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.
Typically, the following data can be exported from Account Edge and imported into Clio:
- Contact Listing
- Unbilled Time Entries