Collect eCheck and card payments directly through Clio. Find out how.

Can Clio Migrate Data from iManage?

Objective:

  • Can I migrate from iManage?
  • Can Clio help migrate my data from iManage?

Environment:

Clio Manage

 

Additional Information:

N/A

 

Answer:

Clio does not provide a straight migration from iManage at this time. 

The best method to bring over Contacts and Matters from iManage to Clio is filling the applicable Migration Templates (spreadsheets that can be imported into Clio Manage)

Contacts Template
Matters Template

 

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