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

 

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Objective:

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

Environment:

  • Clio Web App
  • Advologix

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 Advologix and imported into Clio: 

  • Contact Listing
  • Matter Listing
  • Calendar

 

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!

How to export data from Advologix

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