Objective:
- Bring over data that isn't migrated
- What information is not covered in a Data Migration?
- Will all of my data be exported from my previous software to Clio?
- Can I migrate all my data from my previous software into Clio?
- Can I import Bills?
- Can I import Financial history?
- Can I import Trust information?
- Can I Import User Rates?
Environment:
- Clio Manage
Answer:
The following Accounting and Financial History cannot be migrated from your previous software as a part of a Data Migration. Please click the links below to see our recommended best practices for managing that information: