KCS - What Data Can I Migrate from Rocket Matter to Clio?

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Objective:

  • Migrate from Rocket Matter
  • Export data from Rocket Matter
  • Rocket Matter migration
  • Import data from Rocket Matter
  • Get data from Rocket Matter to Clio

Environment:

  • Clio Web App
  • Rocket Matter

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 Rocket Matter and imported into Clio:

  • Contacts
  • Matters (limited)
    • Matter name
    • Matter client
    • Open/closed status
    • Open date

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 Rocket Matter?

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