KCS - What Data Can I Migrate from Abacus to Clio?

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Objective:

  • Migrate from Abacus
  • Export data from Abacus
  • Abacus migration
  • Import data from Abacus
  • Get data from Abacus to Clio 

Environment:

  • Clio Web App
  • Abacus

Additional Information:

Please note that the 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 Abacus and imported into Clio: 

  • Contact Listing
  • Matter Listing
  • Calendars
  • Tasks

Note: 

  • We may be able to migrate matter and contact notes, however it is unlikely as there is limited compatibility 
  • Matters typically will not have their associated clients in the export; they can be linked if a "law9.dbf" file is also exported

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 Abacus?

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