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

 

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Objective:

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

Environment:

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 Smokeball and imported into Clio: 

  • Contacts
  • Matters 
  • Calendars (via Outlook sync - must have an Office 365 Business license or be using Outlook Desktop on Windows)

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 Smokeball

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