KCS - Can I migrate financial information to Clio?

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 Web App

 

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:

  1. Outstanding Accounts Receivable Balances
  2. Client Trust Balances
  3. Bills and Trust Requests (historical)
  4. Billable Rates (per User, Client, or Matter)
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