Migrate Into Clio Manage
Universal Migrator accelerates and automates migrating into Clio Manage.
What migrates into 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 |
Billing Data
Matter Trust Account Balances | |
Invoices | |
Invoices <=> Matter Relationships | |
Time Entry Templates | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Expense Entries (Unbilled) | |
Flat Fee Activity Templates | |
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 | |
Custom Field Groups | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matter Data
Matters | |
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 | |
Document Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions |
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.

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.


4 Staff


100+ Staff


7 Locations


14 Locations


800,000+ Documents


300,000 Documents


10,000,000+ Documents


4 Locations


8 Staff


100+ Staff


2 Locations


1000+ Attorneys