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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 Custom Field Values
Contact Notes
Contact Trust Account Balances

Billing Data

Invoices
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

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

Other Data

More Available on Request

Custom Fields

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

Matter Data

Matters Notes
Matters Trust Account Balances
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

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

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

Where can I migrate Clio Manage to?

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Clio Manage
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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

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 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.

Zero Headaches

Zero Headaches

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.

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.

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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