KCS - What Data Can I Migrate from Thomson Reuters Elite to Clio?

 

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

  • Migrate from Thomson Reuters Elite
  • Export data from Thomson Reuters Elite
  • Thomson Reuters Elite migration
  • Import data from Thomson Reuters Elite
  • Get data from Thomson Reuters Elite to Clio 

Environment:

  • Clio Web App
  • Thomson Reuters Elite

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 Thomson Reuters Elite: 

  • Contacts
  • Matters
  • Related Contacts
  • Contact Custom Fields

 

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

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