KCS - Can I keep my old matter numbering scheme when I migrate data to Clio?

Objective:

  • Migrate old or current matter names or numbers
  • Migrate old or current case names or numbers
  • Migrate old or current file names or numbers

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

In most instances you can keep the matter numbers/names from your old system when migrating data into Clio. The exception comes when bringing in data in addition to just contacts and matters, for instance time and expense entries, and having a 'unique identifier' in both sets of data so they can properly associate.  Your migration specialist will be able to view your data and confirm.

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