Migrate Into Clio Manage

Universal Migrator accelerates and automates migrating into Clio Manage.

Are you a consultant or migration department?

What migrates into Clio Manage?

Universal Migrator transfers all the following data and more.

Firm Data

	Users
	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 Notes

Billing Data

	Invoices
	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)

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

Custom Fields

	Custom Field Definitions
	Custom Field Picklist Items
	Matter Custom Field Values

Matter Data

	Matters
	Matter Custom Field Values
	Matters Notes
	Matters Trust Account Balances
	Matters <=> Originating User Relationships
	Matters <=> Participating Contact Relationships
	Matters <=> Participating User Relationships

Documents

	Document Folders
	Documents

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

Other Data

More Available on Request

All these Apps migrate to Clio Manage

We add new systems all the time. Need a different one? Contact Us.

What Should I Expect When Migrating?

Have more questions? Get in-depth answers from a member of our team.

Free Zoom Consultation

Are you a consultant or migration department?

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 optimized to facilitate seamless migrations.
You will never be unable to work and you will always have access to your data completely through the migration experience.

Zero Headaches

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free 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.