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This means that firm members can typically access Clio Manage from anywhere with an internet connection. When they need to use Clio Manage, they enter Clio Manage credentials into a Clio Manage website and are able to access all their data from there.

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In Clio Manage's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Clio Manage.

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The Migration Specialist will need an Administrator username and password into Clio Manage in order to extract your data.

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Because data is extracted from Clio Manage via the internet, the migration can be run from any suitable location.

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The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

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A member of the firm will need to complete a small spreadsheet mapping users from Clio Manage to users in the new system.

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