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What Data Can I Migrate from PracticePanther to Clio?

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Objective:

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

Environment:

  • Clio Manage
  • PracticePanther

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 PracticePanther and imported into Clio: 

  • Calendar Entries
  • Contacts
  • Contact Notes
  • Email Communications
  • Matters
  • Matter Notes
  • Phone Logs
  • Tasks
  • Unbilled Expenses
  • Unbilled Time entries

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 PracticePanther?

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