Migrate From

Litify to Clio Manage

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact Custom Field Definitions
	Contact Custom Field Picklists
	Contact Custom Field Values
	Contact Notes

Billing / AR

	Matter Trust Account Balances
	Invoices
	Invoices <=> Matter Relationships
	Activity Codes
	Time Entries (Unbilled)
	Expense Entries (Unbilled)

Documents

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

Calendar & Events

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

Personal Injury

Damages

Custom Fields

	Contact Custom Field Definitions
	Contact Custom Field Picklists
	Contact Custom Field Values
	Matter Custom Field Definitions
	Matter Custom Field Picklists
	Matter Custom Field Values

Matters

	Matters
	Practice Areas
	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 <=> Matter Relationships
	Communications <=> Participating Contact Relationships
	Communications <=> Participating Email Address Relationships
	Communications <=> Participating User Relationships

Tasks & To-Dos

	Task Entries
	Task Entries <=> Assigned to Contact Relationships
	Task Entries <=> Assigned to User Relationships
	Task Entries <=> Related Matter Relationships

Need More?

More Available on Request