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Objective:
- Migrate from Provantage
- Export data from Provantage
- Provantage migration
- Import data from Provantage
- Get data from Provantage to Clio
Environment:
- Provantage (SQL Database)
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:
You can export:
- Contacts
- Matters
Related Content:
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!