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What Data Can I Migrate from Amicus Attorney Premium (SQL Database) to Clio?

 

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Objective:

  • Migrate from Amicus Attorney Premium (SQL Database)
  • Export data from Amicus Attorney Premium (SQL Database)
  • Amicus Attorney Premium (SQL Database) migration
  • Import data from Amicus Attorney Premium (SQL Database)
  • Get data from Amicus Attorney Premium (SQL Database) to Clio 

Environment:

  • Clio Manage
  • Amicus Attorney Premium (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:

Typically, the following data can be exported from Amicus Attorney Premium (SQL Database) and imported into Clio: 

  • Contacts
  • Matters
  • Related Contacts
  • Calendar
  • Tasks
  • Notes
  • E-Mail Communications
  • Phone Communications
  • Unbilled Time
  • Unbilled Expenses

Depending on the data we may also be able to bring in:

  • Outstanding Balances

Related Content:

What about the information that isn't covered in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from Amicus Attorney Premium (SQL Database)?

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