Export From
Clio Manage
Universal Migrator makes leaving Clio Manage easy.
All of the following exports from Clio Manage:
Firm Data
Firm Locations | |
User Locations | |
Users | |
User Categories | |
User Categories <=> Participating User Relationships | |
Text Snippets | |
Text Snippets <=> User Assignments |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Addresses: Social Media Accounts | |
Contact <=> Contact Relationships | |
Contact Custom Field Groups | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Contact Notes | |
Contact Trust Account Balances |
Billing / AR
Contact Trust Account Balances | |
Matter Trust Account Balances | |
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fee Categories | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Custom Field Definitions | |
Document Custom Field Values (aka Profile Attributes) | |
Document Versions: Current Version | |
Document Versions: Previous Versions | |
Document Version Comments |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Reminders
Reminders | |
Reminders <=> Participating Contact Relationships | |
Reminders <=> Participating Email Address Relationships | |
Reminders <=> Participating User Relationships | |
Reminders <=> Related Calendar Entries | |
Reminders <=> Related Task Entries |
Need More?
More Available on Request |
Custom Fields
Contact Custom Field Groups | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Document Custom Field Definitions | |
Document Custom Field Values (aka Profile Attributes) |
Matters
Matters | |
Practice Areas | |
Matter Stages | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts |
Email / Chat / SMS
Communications | |
Communications <=> Document Relationships (Attachments) | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating User Relationships |
Tasks & To-Dos
Task Entry Categories | |
Task Entry Category <=> Task Entry Links | |
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Objects
Custom Object Definitions | |
Custom Objects | |
Custom Object <=> Contact Relationships | |
Custom Object <=> Matter Relationships |
Who do you want to do your export?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of exports? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove exports start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick an export date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest export you've ever had.
"Write a check and get it done."
Most partners deliver full exports within 72 hours of being hired.