Required Data Fields

Objective:

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

Environment:

• Clio Manage
• 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