2017

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KCS - What Is A Migration?

Objective:

  • My Sales Representative mentioned a migration, what is that?

Environment:

  • Clio Web App

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

Answer:

A migration is a session between you and our migration team.  The migration team will assist in bringing over your information from another practice management program to Clio

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