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What Data Can I Migrate from One Clio Manage Account to Another? (Clio to Clio Migration)

Objective:

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

Environment:

  • Clio Manage

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:

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

  • Contacts
  • Contact Notes
  • Matters
  • Matter Notes
  • Related Contacts
  • Email Communications
  • Phone Communications
  • Calendar entries (only the first instance of a recurring event will be migrated)
  • Tasks
  • Unbilled Expense entries
  • Unbilled Time entries
  • Outstanding Balances (derived from the Accounts Receivable Report)

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 Clio Manage for a Clio to Clio Data Migration

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