Migrating Data From Your Current Software [N-S]

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 N, O, P, Q, R, and S are listed below.

Tip: See one of the articles below if your current practice management software does not start with the letters N, O, P, Q, R, and S.

 

Needles

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Matter notes
  • Tasks
  • Calendar Events

 

Orion

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

 

Osprey

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

 

PCLaw

What can I migrate?How do I migrate my data?
    • Contacts
    • Matters
    • Tasks
    • Unbilled Time Entries
    • Unbilled Expense Entries
    • Calendar Events
    • Outstanding Balances (a single line item that represents the balance at time of export per matter invoice)
    • Trust Balances (a single line item that represents the summative balance at time of export for a Matter or Contact)

 

PerfectLaw

What can I migrate? How do I migrate my data?
  • Matters
  • Contacts
  • Related Contacts
  • Unbilled Time Entries
  • Unbilled Expense Entries
  • Phone Communications

 

Pika

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

 

PracticePanther

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Contact Notes
  • Matter Notes
  • Tasks
  • Unbilled Time Entries
  • Unbilled Expense Entries
  • Email Communications
  • Phone Communications
  • Calendar Events
  • Outstanding Balances (a single line item that represents the balance at time of export per matter invoice)
  • Trust Balances (a single line item that represents the balance at the time of export for a matter or contact)

 

Prevail

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

 

Proclaim

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

 

ProDocs

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

If your firm has access to ProDoc Small Office Suite, Clio can bring this additional information:

  • Unbilled time and expense entries

 

ProLaw

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Related Contacts
  • Tasks
  • Unbilled Time Entries
  • Unbilled Expense Entries
  • Calendar Events
  • Outstanding Balances (a single line item that represents the balance at time of export for a matter)

Note: Depending on the quality of your data, we may also be able to migrate your calendar, tasks, related contacts, contact and matter notes, and unbilled time and expense entries.

 

QuickBooks Desktop

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters (derived from contacts or projects)
  • Outstanding Balances

 

QuickBooks Online

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters (derived from contacts or projects)
  • Outstanding balance

 

QuickBooks Professional Services

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

 

Quill

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

 

Rocket Matter

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Related Contacts
  • Unbilled Time Entries
  • Unbilled Expense Entries
  • Outstanding Balances (a singe line item that represents the summative balance at the time of export for a matter)
  • Trust balances (a single line item that represents the balance at the time of export for a contact)

 

RTG Bills

What can I migrate?How do I migrate my data?
  • Contacts (limited)
  • Matters (limited)
  • Unbilled Time Entries
  • Unbilled Expense Entries
  •  

 

Sales Nexis

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

 

Salesforce

What:

  • Contacts

 

Smokeball

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Tasks (Incomplete)
  • Unbilled Time Entries
  • Unbilled Expense Entries

Note: Depending on the quality of the data, we may also be able to migrate incomplete tasks. Tasks without a due date will need to be assigned a due date before bringing them into Clio. Additionally, while we cannot migrate calendar events, you might be able to bring these events to Clio using the calendar sync functions in Smokeball and Clio:

 

SOS Legal

What can I migrate? How do I migrate my data?
  • Contacts
  • Contact and matter custom fields (imported as text-line custom fields)
  • Matters
  • Matter notes

 

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