Clio & Xero to Insight Legal Data Migration

If you have software from CLIO, we are able to provide a complete data migration to the Insight Legal System.

CLIO is a Canadian based Case Management System. Clio is a multi-tenanted web browser based Case Management application. Being web based causes complications when a client of Clio require copies of their data. As there is no single database containing a firm’s own data, Clio are not able to provide a complete backup of the firm’s data. Instead, they suggest that the client produces and exports a series of reports from the Clio reporting web page. This is not ideal but it is still possible to use this data for a conversion.

The CLIO system does not include functionality for the firm’s own accounts and in this respect it differs from most mainstream legal practice management software. To run a firm, the CLIO system has to have a generic accounting product such as Xero ‘bolted’ on. The CLIO system and Xero manage a degree of integration but this still falls well short of a complete legal accounts and practice management system. The data from the CLIO system will be combined with that from Xero to create a single integrated set of data for your firm.

We have performed many highly successful data conversions from the CLIO system and would be happy to put you in touch with a number of our users who previously used CLIO.

As with most data conversions, we will run a trial run of the migration prior to the live conversion.

If you are running the CLIO software on your local machine or network, you can simply send us a copy of the database and we will take care of the data conversion. If you are running the hosted version then CLIO will be able to send you a copy of your database which you can then forward on to us here.

Along with the backup of your database, we will also require copies of your TB and a Matter List. This allows us to double check the balances are all correct on your newly migrated data.

The live conversion will usually take around three days to complete. This period is the perfect time for you and your staff to be trained on the Insight Legal software so you are ready to go from the moment it is live.

A conversion from CLIO will include at least all of the following data;

  • Clients
  • Matters
  • Matter Types
  • Introducer Codes
  • Banks
  • Fee Earners
  • Accounting Periods
  • VAT Rates
  • Time Recording
  • Nominal Ledgers
  • Nominal Ledger Balances
  • VAT Liability

When you’re dealing with the experts, it doesn’t have to be expensive and it doesn’t need to be a hassle.