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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.

Firm Data

Practice Areas
Users
Text Snippets
Text Snippets <=> User Assignments

Contact Data

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 Values
Contact Notes
Contact Trust Account Balances

Billing Data

Contact Trust Account Balances
Matter Trust Account Balances
Invoices
Invoices - Payments
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
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Email

Communications
Communications <=> Document Relationships (Attachments)
Communications <=> Matter Relationships
Communications <=> Participating Contact Relationships
Communications <=> Participating User Relationships

Task Data

Task Entries
Task Entries <=> Assigned to Contact Relationships
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Personal Injury

Damages

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Custom Field Groups
Custom Field Groups <=> Related Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Values

Matter Data

Matters
Matter Stages
Matter Custom Field Values
Matter Notes
Matter Trust Account Balances
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions
Document Version Comments

Calendar Data

Calendar Entry Categories
Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Calendar Entry Categories
Calendar Entries <=> Related Matter Relationships

Reminder Data

Reminders
Reminders <=> Participating Contact Relationships
Reminders <=> Participating Email Address Relationships
Reminders <=> Participating User Relationships
Reminders <=> Related Calendar Entries
Reminders <=> Related Task Entries

Other Data

More Available on Request

Where can I migrate Clio Manage to?

Clio Manage
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What a Migration Specialist Should Know

about 

Clio Manage

Clio Manage is a:

Browser-Based Application


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.

Universal Migrator extracts data from Clio Manage via:

API Connections

The following credentials are required:

Admin Clio Manage Credentials


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

The computer used to migrate from Clio Manage:

Can be located Anywhere


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

The following people are required for a migration from Clio Manage:

Migration Specialist


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.

Firm Administrator


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.

In order to migrate from Clio Manage:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Clio Manage, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Clio Manage are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

Zero Downtime.

Zero Downtime.

Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.

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.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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