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Migrate Into Clio Manage

Universal Migrator accelerates and automates migrating into Clio Manage.

All these Apps migrate to Clio Manage

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

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)

Email

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

Other Data

More Available on Request

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
Folders
Folder Comments
Documents
Document Comments
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

Personal Injury

Damages

What Should I Expect When Migrating?

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

Migrate like MedTech.

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.

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.

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.

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

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