After your data has been imported then you should take a few steps to complete your transition to Clio. This article additionally covers some of the most frequent questions that we receive post-import
How long do I have to review my data?
The review process will start once you receive an email from your migration specialist confirming the data import (upload) has been completed; from that moment you have three business days to review. It is important to review the data with guidance from this article here. Any changes that need to be made must be raised with the team in order for the corrections to be made within this three day period.
Remember Clio does not migrate, documents, accounting, and financial information which includes bank accounts, trust payments, invoice payments, and any previously sent bills additionally no matter rates, user permission, or groups were migrated.
How do I get trained on Clio?
If you have a dedicated onboarding specialist they will be in touch to discuss the next steps after you have reviewed your data.
If you are attending the QuickStart Training Program make sure you sign up for training. These training sessions will teach you how to utilize Clio effectively. Sign up for these sessions can be accessed here
Where are my historical case numbers?
Matter Numbering is one of the most commonly asked questions after data migration. During the import process, the matter numbering was left set as automatic instead of being changed to manual. In order to fix this, you can contact Clio Support on 1 888 858 2546 x2 and they will be able to assist with changing your matter numbering to the manual scheme which will reveal your previous case numbering system.
If you choose to use Clio's automatic numbering and would like to change the format then we recommend consulting this article on Matter Numbering.
Why do all of my previous invoices show as unbilled time?
Clio's migrations team imports all outstanding balances as unbilled time entries. Once your migration is completed and after you have reviewed your data you will need to generate bills for any outstanding balances that were previously billed. This article on How to Generate A Bill will walk you through all the steps
Why can't I take payments on Invoices?
The most common reason why new Clio users are unable to accept payments is that they have not set up their Clio bank accounts. These accounts are not directly connected to your bank account, but they are required in Clio in order for you to receive payments for both Trust Requests and Invoices. This article on How To Create Bank Accounts will walk you through creating bank accounts.