Migrate from Clio Manage
Universal Migrator makes leaving Clio Manage easy.
What migrates from Clio Manage?
Universal Migrator transfers all the following data and more.
Text Snippets <=> User Assignments
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Custom Field Values
Contact Trust Account Balances
Invoices - Payments - Allocations
Invoices <=> Contact Relationships
Invoices <=> Matter Relationships
Time Entry Templates
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Templates
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fee Activity Templates
Flat Fees (Billed)
Flat Fees (Unbilled)
Rate Classes <=> Matter Relationships
Communications <=> Document Relationships (Attachments)
Communications <=> Matter Relationships
Communications <=> Participating Contact Relationships
Communications <=> Participating User Relationships
Task Entries <=> Assigned to Contact Relationships
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships
More Available on Request
Custom Field Definitions
Custom Field Picklist Items
Custom Field Groups
Custom Field Groups <=> Related Custom Field Definitions
Contact Custom Field Values
Matters Trust Account Balances
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships
Document Versions: Current Version
Document Versions: Previous Versions
Calendar Entry Categories
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Calendar Entry Categories
Calendar Entries <=> Related Matter Relationships
Reminders <=> Participating Email Address Relationships
Reminders <=> Participating User Relationships
Reminders <=> Related Calendar Entries
Reminders <=> Related Task Entries
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What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
Migrate like MedTech
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.
Universal Migrator is optimized to facilitate seamless migrations.
You will never be unable to work and you will always have access to your data completely through the migration experience.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.