KCS - Why Is It Important to Have a Migration Consultation Appointment?

Objective:

  • Migrate data into Clio
  • Moving files into Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The migration consultation appointment is imperative because it will set the expectation about what data can be migrated from your previous practice management software. Your Customer Success representative will also provide context as to how long the entire process will take.

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