Matters
You can migrate default Matter information such as Matter Numbering and Matter Description, but you cannot migrate Legal Aid fields automatically. The Legal Aid information needs to be recorded manually after the matter migration is completed.
Once Legal Aid matters have been migrated, they will need to be converted to Legal Aid by the firm manually by selecting one of the Legal Aid practice areas, completing the required Matter fields, and choosing the relevant billing preference.
Contacts
Imported Legal Aid client contacts will need to be manually edited by the firm to add the advanced details for legal aid and date of birth. Edit the Contact to Add the Advance Client Details for Legal Aid in Manage and ensure the contact has a recorded "Date of Birth".
Learn more about Legal Aid here. Contacts are note automatically flagged as Legal Aid contacts when imported into Clio.
Activities
Legal Aid activities cannot be migrated alongside matters and contacts. They are imported after you have completed transforming your imported matters into Legal Aid matters. Consult your migration specialist about activity migrations for your firm, and how to modify those activities to appear as Legal Aid eligible actives in billing.