Clio Manage

This means that firm members can typically access Clio Manage from anywhere with an internet connection. When they need to use Clio Manage, they enter Clio Manage credentials into a Clio Manage website and are able to access all their data from there.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

Universal Migrator retrieves data from Clio Manage through officially sanctioned API connections. You will enter an Clio Manage username and password to ingest the data.

In Clio Manage's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Clio Manage.

The Migration Specialist will need an Administrator username and password into Clio Manage in order to extract your data.

Because data is extracted from Clio Manage via the internet, the migration can be run from any suitable location.

A member of the firm will need to complete a small spreadsheet mapping users from Clio Manage to users in the new system.

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When Universal Migrator exports documents from Clio Manage, it also exports copies of Invoices / Statements so this historical information can be transferred to the new system.

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When Clio Manage stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

Inside of Clio Manage, users have the ability to store phone call notes/logs that keep track of who was on the call and what was discussed. This information can be backed up and transferred to compatible systems.

Backups from Clio Manage include the contacts' current trust account balance.

Backups from Clio Manage include the matters' current trust account balance.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Clio Manage, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.