Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
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.
Clio Manage is a:
General Practice Management System
General practice management systems store a wide variety of data instrumental to running many kinds of law firms.
Universal Migrator extracts data from Clio Manage via:
API Connections
Other Notes:
Document Name Humanization
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 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.
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.
Backing up documents from Clio Manage includes:
Documents saved under Contacts
Documents saved under Matters
Document Templates
Copies of Invoices / Statements
Email Attachments
Backing up communications from Clio Manage includes:
Email Communications
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.
Phone Call Logs / Summaries
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.
Backing up financials from Clio Manage includes:
Contact trust account balances
Backups from Clio Manage include the contacts' current trust account balance.
Matter trust account balances
Backups from Clio Manage include the matters' current trust account balance.
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.
To migrate from Clio Manage, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Clio Manage are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
