General FAQs
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We are designed for law firms that need to move documents from an existing system or repository into Clio. This includes firms moving away from practice management systems, file systems or other document sources.
We provide a specialist document migration service that helps law firms move documents into Clio securely and efficiently. Our team supports the migration from discovery through preparation, transfer, checks and post-migration support.
DocVolution is a bespoke document migration service built specifically to import documents into Clio. It combines migration technology with hands-on support from our migration specialists.
Yes. DocVolution was developed in close collaboration with Clio to make document migration into Clio simpler for law firms.
We use a structured approach covering discovery, extraction, preparation, loading and reporting. This helps us manage the migration in a staged and robust way.
We extract documents from the source database and map the folder structure to your requirements.
We map the folder structure to your requirements during the extraction stage. If you have specific structure needs, our migration specialist can discuss them with you.
We prepare the data so it can be uploaded to the new system in an organised way.
Yes. Our basic migration service is listed for migrations from basic systems such as file systems.
Yes, our basic migration service supports AWS S3.
Yes, our basic migration service supports the MacOS file system.
I can help you get started with an initial consultation. Would you like to book this now? [IF YES, CONTINUE VIA SCRIPT STEPS]
Our basic migration is listed at £3,000 and includes 300,000 files, hands-on support and post-migration checks. Custom migrations are estimated after a free consultation.
We simplify the migration by extracting documents, preparing the data, transferring it into Clio and carrying out post-migration checks. Our migration specialists guide you through each stage.
Yes. Post-migration checks are part of our process and are included in the basic migration package.
Yes. Our Data Migration team can assist with bringing information over from another practice management system into Clio.
Clio supports migration from cloud-based legal software and server-based legacy systems, and DocVolution can discuss supported or custom import sources for document migration into Clio.
The basic migration package includes up to 300,000 files, hands-on support and post-migration checks. It is designed for basic sources such as file systems, AWS S3 and MacOS file systems.
DocVolution was specifically built to import documents into Clio, rather than being a generic migration tool. We also provide hands-on specialist support before, during and after the migration.
DocVolution is specifically built to import documents into Clio. For custom sources, we can develop a custom integration to support the migration into Clio.
Yes. Our basic migration package includes up to 300,000 files, and custom migrations are available where a more bespoke approach is needed.
For a custom migration, we develop a custom integration to migrate your documents into Clio. The approach includes a free consultation and estimate, plus hands-on support to help ensure your files are migrated successfully.
For this we'd offer a custom migration. The approach includes a free consultation and estimate, plus hands-on support to help ensure your files are migrated successfully.
For custom sources, we develop a custom integration to migrate your documents into Clio. We also provide a free consultation and estimate for custom migrations.
Yes, I can do this for you now. [CONTINUE VIA SCRIPT STEPS]
We review and analyse the legacy data to check that it is intact and in a good state before migration begins.
We transform and load the legacy data into the target data store, then carry out post-migration checks to help confirm data consistency.