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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:
- Clio Manage
- Smokeball Desktop App
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:
- Contact Listing
- Matter Listing
Depending on the data we may also be able to bring in:
- Incomplete Tasks (Tasks that do not have a due date will have to be assigned a due date in order for them to be brought into Clio)
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!