A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

Why is it Important to Have a Migration Consultation Appointment?


  • Migrate data into Clio
  • Moving files into Clio


  • Clio Manage

Additional Information:



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 Migration Specialist will also provide context as to how long the entire process will take.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality