Migrate From

Clio Manage to Microsoft SQL Server

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

	Firm Locations
	User Locations
	Users
	User Categories
	User Categories <=> Participating User Relationships
	Text Snippets
	Text Snippets <=> User Assignments

Contacts

	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 Groups
	Contact Custom Field Definitions
	Contact Custom Field Picklists
	Contact Custom Field Values
	Contact Notes
	Contact Trust Account Balances

Billing / AR

	Contact Trust Account Balances
	Matter Trust Account Balances
	Invoices
	Invoices - Payments
	Invoices - Payments - Allocations
	Invoices <=> Contact Relationships
	Invoices <=> Matter Relationships
	Time Entry Categories
	Time Entries (Billed)
	Time Entries (Unbilled)
	Expense Entry Categories
	Expense Entries (Billed)
	Expense Entries (Unbilled)
	Flat Fee Categories
	Flat Fees (Billed)
	Flat Fees (Unbilled)
	Rate Classes
	Rate Classes <=> Matter Relationships
	Rate Classes <=> Participating User Relationships

Documents

	Document Categories
	Folders
	Documents
	Document Custom Field Definitions
	Document Custom Field Values (aka Profile Attributes)
	Document Versions: Current Version
	Document Versions: Previous Versions
	Document Version Comments

Calendar & Events

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

Reminders

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

Need More?

More Available on Request

Custom Fields

	Contact Custom Field Groups
	Contact Custom Field Definitions
	Contact Custom Field Picklists
	Contact Custom Field Values
	Matter Custom Field Groups
	Matter Custom Field Definitions
	Matter Custom Field Picklists
	Matter Custom Field Values
	Document Custom Field Definitions
	Document Custom Field Values (aka Profile Attributes)

Matters

	Matters
	Practice Areas
	Matter Stages
	Matter Custom Field Groups
	Matter Custom Field Definitions
	Matter Custom Field Picklists
	Matter Custom Field Values
	Matter Notes
	Matter Trust Account Balances
	Matters <=> Participating Contact Relationships
	Matters <=> Participating User Relationships

General Ledger

Bank Accounts

Email / Chat / SMS

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

Tasks & To-Dos

	Task Entry Categories
	Task Entry Category <=> Task Entry Links
	Task Entries
	Task Entries <=> Assigned to Contact Relationships
	Task Entries <=> Assigned to User Relationships
	Task Entries <=> Related Matter Relationships

Personal Injury

Damages