Migrating Data From Your Current Software [T-Z]

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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 T, U, W, and Z, and any numbers are listed below.

Tip: See one of the articles below if your current practice management software does not start with the letters T, U, W, Z, or any numbers.

 

Tabs3/PracticeMaster

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

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

 

Time & Chaos

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters (limited information from v. 10.2)
  • Calendar
  • Tasks
  • Time and expense entries (v. 10.2)

Note: We have not confirmed the exact nature of what can be migrated from this program to Clio. You can, however, still follow the export directions. 

 

Time Matters

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Calendar events
  • Tasks (To dos)
  • Unbilled time and expense entries
  • Notes
  • Related contacts

Note: Depending on the quality of the data, we may be able to migrate email and phone communications and outstanding balances. 

 

Time59

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters (derived from contact listing)
  • Unbilled time and expense entries

 

TimeSlips

What can I migrate? How do I migrate my data?
  • Clients 
  • Matters (derived from client list or from activities)
  • Unbilled time and expense entries
  • Outstanding balances (displayed as a summative time entry) 
  • Sub matters 

Note: You can only export from TimeSlips if you are operating a version of a program from 2006 or later.

 

TimeSolv

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Contact and matter notes
  • Unbilled time and expense entries

Note: Depending on the quality of your data, we may also be able to migrate accounts receivables. Accounts Receivables are derived from the Invoice.csv file with "Unpaid" status and may not accurately provide a true outstanding balance as payments are not being applied to these amounts. In addition, we cannot bring in outstanding balances when multiple matters are being invoiced on one bill. These need to be entered into Clio manually to each matter by following these instructions in the Manually import outstanding balances tab of this article.

 

TrialWorks

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

 

TurboLaw

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

 

Tussman

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

 

ULaw

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters (only name and open date)

 

WealthCounsel

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

 

Zoho

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

 

ZolaSuite

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.

 

17Hats

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

 

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