Manage Clio Manage Data After Migration

Once your data migration is complete, verify your imported data for accuracy and process any outstanding accounts receivable balances before using Clio Manage normally.

Review imported data

Check a representative sample of each data type to confirm records have transferred correctly. Contact the migrations team immediately if any corrections are needed.

Contacts

Select a sample of contacts and verify that addresses, phone numbers, and email addresses are correct and appear in the right fields.

Matters

Select a mix of open and closed matters and verify that each has the correct client assigned, the correct matter number, the appropriate responsible attorney, where applicable, and any requested custom fields.

Activities

Select a sample of unbilled time and expense entries and verify the rate or price assigned to each entry, the total value of the entry, and that each entry is assigned to the correct user and matter.

Calendar events

Select a mix of past and future calendar entries and verify that date and time values are correct and that each event is assigned to the appropriate calendar.

Tasks

Select a sample of tasks, prioritising upcoming deadlines such as filing dates, and verify that the task name, due date, and assignee are correct.

Notes

Select a sample of contact and matter notes and verify that each is connected to the correct contact or matter. See Clio Grow Contacts Overview for how to find contact notes, and Clio Grow Matters Overview for how to find matter notes.

Related contacts

Select a sample of matters and verify that each related contact's name is correct and that the relationship label between the matter and contact is correctly assigned.

Upload transition period data

If you tracked activities or matter notes during the transition period using a placeholder matter or import templates, upload this data into Clio Manage now that the migration is confirmed accurate.

• To import activities, see Import Activities With Migration Templates.
• To import matter notes, see Import Matter Notes With Migration Templates.

Process accounts receivable balances

After migration, outstanding balances appear as draft bills in Clio Manage. Each draft bill contains a single time entry representing the summative outstanding balance for that matter. Because each draft bill contains only one line item, individual time and expense activity details from previous invoices are not available.

Process outstanding balances in the following order.

1. Add operating and trust accounts. See Payments and Bank Accounts for instructions.
2. Add transactions to each matter's Transactions subtab. See Trust Account Management for instructions on sending trust requests to clients, or recording trust payments without generating a request.
3. Review each draft bill for accuracy, then approve the bill for payment or approve and apply trust funds. See Edit Bills, Bill States and Bill Approval, and Trust Account Management for instructions.

Up Next

To import your data into Clio Manage using migration templates, see Get Started with Migration Templates.