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:
- Review information on the migration process
- Export your data from MyCase
- Prepare Your Data
- Send your data to Clio (You Will Be Sent This Link By A Clio Representative)
- Clio processes and imports your data
- What data will Clio import from MyCase?
- How to manage your firm during the transition
- Add all your Clio Users (must be completed before Clio will import)
- Review your Imported data
Information That Will Not be Imported
Clio’s Migrations Team does not migrate the following information from your previous system
- Documents
- Accounting Information and Financial History including:
- Bills and Trust Requests
- Bill Payments, Trust Balances, and Trust Payments
- Billable Rates (per User, Client, or Matter)
- Accounting and Financial Reports
- Users and Group Permissions
- Email Communications
- MyCase has limited the ability to export Email Communications as of April 2020
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 |