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Migrate From

Microsoft Dynamics 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 Addresses: Social Media Accounts
Contact <=> Contact Relationships
Contact Notes

Email / Chat / SMS

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

Tasks & To-Dos

Task Entries
Task Entries <=> Assigned to User Relationships

Custom Fields

Documents

Folders
Documents
Document Versions: Current Version

Calendar & Events

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

Need More?

More Available on Request

Ready to Start this Migration?

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