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- Migrate from ProDocs
- Export data from ProDocs
- ProDocs migration
- Import data from ProDocs
- Get data from ProDocs to Clio
- Clio Manage
- ProDoc Small Office Suite
Please note that the 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.
Typically, the following data can be exported from ProDocs and imported into Clio:
If the Firm has access to ProDoc Small Office Suite we can bring in this additional information:
- Un-billed Time
- Un-billed Expenses
We currently have not confirmed the exact nature of what can be migrated from this program to Clio. (However, see below for Export instructions from this program.)
What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!