Migrating Data From Your Current Software [C-F]

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This article explains what data can be migrated from your current practice management software and how to export the data from that software. Software applications starting with the letters C, D, E, and F are listed below.

Tip: See one of the articles below if your current practice management software does not start with the letters C, D, E, or F.

 

Caret Legal

Important: Some Caret Legal exports are experiencing technical difficulties. If your Caret Legal export is partially missing or incorrect, contact Caret Legal for a fixed dataset. You can also manually check your data after your migration to Clio is complete.

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time and expense entries
  • Outstanding balances

Note: Depending on the quality of your data, we may also be able to migrate tasks, notes, and calendar entries.

 

CaseEasy

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

 

CaseFox

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time and expenses

 

CaseLode

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled Time
  • Unbilled expenses

 

CASEpeer

What can I migrate?How do I migrate my data?
  • Contacts
  • Clients
  • Matters
  • Notes
  • Tasks

 

CenterBase

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

Note: Your notes, calendar, tasks, email, outstanding balances, and unbilled time and expenses cannot be exported from the Centrebase software directly. Contact Centerbase and request a backup of your data.

 

Cerenade

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Notes

 

Clio Manage (Clio to Clio)

What can I migrate?How do I migrate my data?
  • Contacts
  • Contact notes
  • Matters
  • Matter notes
  • Related contacts
  • Tasks
  • Calendar
  • Unbilled time and expenses
  • Outstanding balances
  • Communications

 

CloudLex

What can I migrate?How do I migrate my data?
  • Contacts (limit of 1000 contact records and 100 client records)
  • Matters (limit of 2000 records)
  • Notes (limited)

 

CosmoLex

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled activities
  • Accounts receivable (outstanding balances)
  • Calendar entries
  • Matter notes
  • Matter custom fields

 

Daylite

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters (known as Projects in Daylite)
  • Calendars
  • Contact notes
  • Matter notes
  • Email communications
  • Related contacts (from matters)

 

Denovo Business Intelligence

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters

 

DPS

What can I migrate? How do I migrate my data?
  • Contact DPS for more information.

 

eBility

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • In some cases, unbilled time and expenses

 

ELaw

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Calendar

 

Elite (Thomson Reuters)

What:

  • Contacts
  • Matters
  • Related contacts
  • Contact custom fields

 

ESI Law (EZ Law)

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Outstanding balances

 

Expd8

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

 

FileMaker

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters 

 

FileVine

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Tasks
  • Notes

 

Firm Central

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters and matter notes
  • Unbilled time and expense entries 
  • Outstanding balances
  • Calendar (this is limited to one year before or after the date of export).

 

FoundationIP (CPA Global)

What can I migrate? How do I migrate my data?
  • Matters

Note: You may be able to export other data by requesting a data export from FoundationIP.

 

FreshBooks

What can I migrate?How do I migrate my data?
  • Clients
  • Matters (not matter data)

 

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