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
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.

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.
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