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