Our Data Migrations team can assist in bringing over information from another practice management program to Clio so that you don’t have to manually add all of the information to your Clio account.
What Can Be Migrated?
There are three criteria that determine which data sets can be migrated to Clio:
- What can be imported into Clio? Our importing tools allow us to import:
- Unbilled Time Entries & Expenses
What Can’t Be Migrated?
- Accounting and Financial History including:
- Outstanding Accounts Receivable Balances
- Bills and Trust Requests (historical)
- Bill Payments and Trust Payments
- Billable Rates (e.g. User Rate, Client Rate, Matter Rate)
- Emails and Communications
- User Permissions
For more information click here.
What is a Data Migration?
Typically, a Data Migration entails the following steps:
- Data Processing
You’ll speak with a member of our team to discuss what your Data Migration will look like - including what can be exported from your current practice management software, any limitations in the exported data, timelines for Data Processing, and what to expect once that data has been imported into Clio.
Our team can help you to export the data from your previous practice management program so that it can be processed into a form that can be imported into Clio.
We can also provide some instructions on how to export your information for some popular programs. If you export the information yourself, it will eliminate the need for an export appointment and will likely speed up the migration process.
Our experts will convert your data exports into a format that can be imported into Clio. Depending on the size and complexity of the data set, the time required to process the data can vary. A member of our team will be in regular contact throughout the Migration process to make sure that we’re setting and meeting reasonable expectations.
After the data is processed, we’ll work with you to import the data to your Clio account.
Once the import has been completed, you will have 3 business days to review the data in your account to assess its accuracy and let us know if any corrections need to be made. If you modify the imported data in your account in the interim, data may be lost if the import needs to be reverted.
Ready to Get Started or Want to Know More?
If you’re ready to proceed with a Data Migration, or have any questions about migrating data, then please contact us:
Thinking about trying Clio?
Contact us via email or phone at 1-888-858-2546 ext 1.
If you’re not yet a customer, you can try Clio for free!
Click the "Chat" icon in your account or phone us at 1-888-858-2546 ext 2.