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.

 

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
  • Matters
  • 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)

 

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

 

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
  • Unbilled time and expense entries 
  • Outstanding balances
  • Calendar (this is limited to one year before or after the date of export).

 

FreshBooks

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

 

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