Migrate Into
Clio Manage
All this data migrates into
Clio Manage:
Firm Data
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Users
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Text Snippets
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Text Snippets <=> User Assignments
Matters
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Matters
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Practice Areas
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Matter Custom Field Values
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Matter Notes
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Matter Trust Account Balances
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Matters <=> Participating Contact Relationships
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Matters <=> Participating User Relationships
Billing / AR
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Matter Trust Account Balances
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Invoices
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Invoices <=> Matter Relationships
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Time Entry Categories
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Time Entries (Unbilled)
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Expense Entry Categories
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Expense Entries (Unbilled)
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Flat Fee Categories
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Flat Fees (Unbilled)
Calendar & Events
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Calendar Entry Categories
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Calendar Entry Categories <=> Related Calendar Entries
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Calendar Entries
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Calendar Entries <=> Participating Contact Relationships
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Calendar Entries <=> Participating User Relationships
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Calendar Entries <=> Related Matter Relationships
Need More?
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More Available on Request
Custom Fields
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Contact Custom Field Values
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Matter Custom Field Values
Contacts
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Contacts
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Contact Addresses: Email Addresses
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Contact Addresses: Postal Addresses
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Contact Addresses: Phone Numbers
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Contact Addresses: Websites
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Contact Addresses: Social Media Accounts
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Contact <=> Contact Relationships
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Contact Custom Field Values
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Contact Notes
Documents
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Document Categories
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Folders
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Documents
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Document Comments
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Document Versions: Current Version
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Document Versions: Previous Versions
Email / Chat / SMS
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Communications
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Communications <=> Document Relationships (Attachments)
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Communications <=> Matter Relationships
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Communications <=> Participating Contact Relationships
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Communications <=> Participating Email Address Relationships
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Communications <=> Participating User Relationships
Tasks & To-Dos
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Task Entries
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Task Entries <=> Assigned to Contact Relationships
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Task Entries <=> Assigned to User Relationships
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Task Entries <=> Related Matter Relationships
What migrates into Clio Manage?
We add more systems all the time. Need one we don't have yet? Contact Us and we'll prioritize it.
Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
