Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

MyCase Data Migration Guide

 Important Information For Your Migration

The success of your data migration will depend on the quality of the data stored in your previous software

Before migrating your information, we strongly recommend ensuring that your data is consistently formatted, sufficiently backed up, and stored securely. Clio’s migrations team does not offer a data cleaning service. If the data is formatted inconsistently it will be reflected in that format after your migration to Clio. 

Inconsistent data is when your data is stored in the incorrect fields in the previous software, for example, an email address is added to the last name field, or a phone number is stored in a prefix field. If you are not certain, it is recommended that you consult with your Clio representative before proceeding. 

MyCase to Clio Data Migrations Roadmap:

  1. Review information on the migration process
  2. Export your data from MyCase
  3. Prepare Your Data
  4. Send your data to Clio (You Will Be Sent This Link By A Clio Representative)
  5. Clio processes and imports your data
  6. Review your Imported data

Information That Will Not be Imported

Clio’s Migrations Team  does not migrate the following information from your previous system  

Migrated Fields

Companies

MyCase Field

Can The Data Be Migrated?

Company Name

Yes

Email Addresses

Yes

Phone Number (Phone, Home, Mobile, and Fax)

Yes

Addresses 

Yes

Website

Yes

Notes

Yes

Contacts

No

Archived

No

MyCase ID

No

Cases

No

Trust Balance

No

Contacts

MyCase Field

Can The Data Be Migrated?

Contact Names (First, Middle and Last)

Yes

Email Addresses

Yes

Phone Number (Phone, Home, Mobile, and Fax)

Yes

Addresses 

Yes

Company

Yes

Job Title

Yes

Website

Yes

Birthday

Yes (text-line Custom Field)

License Number

Yes (text-line Custom Field)

License State

Yes (text-line Custom Field)

Contact Group

No

MyCase ID 

No

Login Enabled

No

Archived 

No

Trust Balance

No

Cases

No

Welcome Message

No

Any additional fields will be imported as text-line Custom Fields in Clio.

Matters

MyCase Field

Can The Data Be Migrated?

Matter Description

Yes

Matter Number

Yes

Matter Status (Open or Closed)

Yes

Open Date

Yes

Close Date

Yes

Originated by (Responsible and Originating Attorney)

Yes 

Practice Area

Yes

Notes

Yes

Contacts

Yes (Related Contacts)

Matter Tags

Yes (text-line Custom Field)

MyCase ID

No

Billing Type

No 

Flat Fee

No

Any additional fields will be imported as text-line Custom Fields in Clio.

Related Contacts (Matter Relationships)

MyCase Field

Can The Data Be Migrated?

Contacts

Yes

Relationship

Yes

Time Entries (Unbilled only)

MyCase Field

Can The Data Be Migrated?

Date

Yes

Activity

Yes

Time

Yes

Rate

Yes

Description

Yes

User

Yes

Case Name

Yes

Non-Billable

No

Flat Rate No
Total No
Invoice No
MyCase ID No

Expense Entries (Unbilled only)

MyCase Field

Can The Data Be Migrated?

Date

Yes

Activity

Yes

Quantity

Yes

Cost

Yes

Description

Yes

User

Yes

Case

Yes

Total

No

Invoice

No

Non-Billable

No

MyCase ID

No

Tasks

MyCase Field

Can The Data Be Migrated?

Name

Yes

Notes

Yes

Due Date

Yes

Complete

Yes

Priority

Yes

Case Name

Yes

Assigned To

User (We assign to 1st listed user only)

Assigned by

No

Completed by

No

Completed at

No

Archived

No

MyCase ID

No

Matter Notes

MyCase Field

Can The Data Be Migrated?

Subject

Yes

Sent At

Yes

Case Name

Yes

Note

Yes

Sender

No

Last Post At

No

Global Clients

No

Global Lawyers

No

MyCase ID

No

Number of Messages

No

Sent To 

No

Calendar

MyCase Field

Can The Data Be Migrated?

Name

Yes

Description

Yes

Start Time

Yes

End Time

Yes

Case Name

Yes

Location

Yes

Destination Calendar

Yes

Private?

No

Archived

No

MyCase ID

No

Comments

No

Shared With

No

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality