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What Data Can I Migrate from PrimaFacie to Clio?

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Objective:

  • Migrate from PrimaFacie
  • Export data from PrimaFacie
  • PrimaFacie migration
  • Import data from PrimaFacie
  • Get data from PrimaFacie to Clio

Environment:

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.

PrimaFacie can be integrated directly with Clio. See "How to Integrate with PrimaFacie" for more information.

If there is data in PrimaFacie now and the integration will be connected:
It is best if the migration is completed by PrimaFacie. This allows the imported contact and matters to be properly linked back to PrimaFacie such that the integrated data can sync. This helps to prevent duplicates in the systems.

Answer:

Typically, the following data can be exported from PrimaFacie and imported into Clio:

  • Contacts
  • Matters

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 PrimaFacie?

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