Migrate From
Clio Manage
Universal Migrator makes leaving Clio Manage easy.
Where do you want to migrate Clio Manage to?
Who do you want to do your migration?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of projects? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove implementations start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick a migration date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest migration you've ever had.
"Write a check and get it done."
Most partners deliver full implementations within 72 hours of being hired.
What a Migration Specialist Should Know
about
Clio Manage
Clio Manage is a:
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.
Browser-Based Application
Universal Migrator extracts data from Clio Manage via:
API Connections
Other Notes:
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.
Document Name Humanization
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Clio Manage in order to extract your data.
Admin Clio Manage Credentials
The computer used to migrate from Clio Manage:
Because data is extracted from Clio Manage via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Clio Manage:
A member of the firm will need to complete a small spreadsheet mapping users from Clio Manage to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
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:
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.
Email Communications
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.
Phone Call Logs / Summaries
Backing up financials from Clio Manage includes:
Backups from Clio Manage include the contacts' current trust account balance.
Contact trust account balances
Backups from Clio Manage include the matters' current trust account balance.
Matter trust account balances
The following people are required for a migration from Clio Manage:
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.
Migration Specialist
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.
Firm Administrator
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
