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 |
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 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 |
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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.
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.
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.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
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