KCS - Required Data Fields

Objective:

  • Give examples of essential data that is required by Clio for migration 

Environment:

  • Clio
  • Excel

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.

Procedure:

Look through each category and  

Clio Categories Clio Required Information Potential Client Platform Terminology
Contact  First Name
Last Name

First Name
Last Name
Client
Billable Client

Client  First Name
Last Name
Company  Company
Location  First Name
Last Name
Matter  Matter Status
Matter Description

Billable
Status

Open Matters  Matter Status
Matter Description
Closed Matters  Matter Status
Matter Description
Related Matter Custom Number  
Calendar     Calendar Summary
Start Date
Start Time
End Date
End Time

Calendar Description
Open Date
Close Date
Open Time
Close Time 

Notes Note Date  
Contact Notes Note Date  
Matter Notes Note Date  
Balances  Date of Entry
Clio User
 
Task   Task Subject
Due Date
Task Status
 
Time Entries  Date
Clio User
 
Expense Entry  Date
Clio User
 
Flat Fees  Date
Clio User
 
Mixed Activities  Date
Clio User
 

 

 

 

 

 

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