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- Bring over data that isn't migrated
- What information is not covered in a Data Migration?
- Will all of my data be exported from my previous software to Clio?
- Can I migrate all my data from my previous software into Clio?
- Can I import Bills, Financial history, and Trust information?
- Can I import Emails and Communications?
- Can I Import User Rates?
- Can I Import Documents?
- Clio Manage
Typically, not all data sets can be migrated from your previous software as a part of a Data Migration.
Items that cannot be imported into Clio are listed below. Please click the links to see our recommended best practices for managing that information:
- 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)
- User Permissions
To determine what can be migrated from another practice management program, search our Help Center for: What can I migrate from [program name] to Clio?