Migrating Data From Your Current Software [N-S]

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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 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

 

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
  • Notes

 

PCLaw

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time and expense entries
  • Accounts receivable (outstanding balances)
  • Appointments/to dos

 

Pika

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

 

PracticePanther

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time and expense entries
  • Tasks
  • Contact notes
  • Matter notes
  • Phone/call logs
  • Email communications
  • Calendar entries

 

Prevail

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

 

ProLaw

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 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

 

Rocket Matter

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters (includes matter name, matter client, open/closed status, and open date)
  • Unbilled time and expense entries
  • Matter related contacts
  • Outstanding balances (use the "Current Balance" column in the exported matters file. This is a matter level value and not invoice specific)

 

RTG Bills

What can I migrate? How do I migrate my data?
  • Contacts (very limited)
  • Matters (very limited)
  • Unbilled time and expense entries

 

Salesforce

What:

  • Contacts

 

Smokeball

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

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:

 

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