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What Data Can I Migrate from Practice CS to Clio?

 

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Objective:

  • Migrate from Practice CS
  • Export data from Practice CS
  • Practice CS migration
  • Import data from Practice CS
  • Get data from Practice CS to Clio 

Environment:

  • Practice CS

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:

We currently have not confirmed the exact nature of what can be migrated from this program to Clio.  (However, a user did run queries on their end and sent us in the following data)

  • Contacts
  • Matters
  • Related Contacts

***NOTE FOR MIGRATIONS TEAM: Once this confirmed, add the info here and publish this article externally*** 

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 Back Up an SQL database using Microsoft SQL Server Management Studio Express?

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