KCS - What Data Can I Migrate from FoundationIP [CPA Global] to Clio?

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Objective:

  • Migrate from FoundationIP [CPA Global]
  • Export data from FoundationIP [CPA Global]
  • FoundationIP [CPA Global] migration
  • Import data from FoundationIP [CPA Global]
  • Get data from FoundationIP [CPA Global 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.

FoundationIP is the docketing system for CPA Global, a platform which provides IP management software.

Answer:

Typically, the following data can be exported from FoundationIP and imported into Clio:

  • Matters

Other data may be able to be exported from FoundationIP by requesting a data export from FoundationIP.

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 FoundationIP [CPA Global]?

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