NetDocuments to Clio
NetDocuments to Clio Migration Experience
NetDocuments to Clio migrations are a significant part of my work. I've migrated law firms ranging from smaller document repositories to large-scale environments containing more than a million documents and multiple terabytes of data. I personally handle the migration from extraction and mapping through upload, troubleshooting, reconciliation, and final validation.
EXPERIENCED
Dozens of completed NetDocuments → Clio migrations
LARGE-SCALE
xperience with migrations involving millions of documents and multiple terabytes of data
DIRECT
Your migration is handled directly by me—not handed off to a migration team.
What Migrates from NetDocuments to Clio?
NetDocuments to Clio migrations can include documents, document versions, folders, metadata, matter information, contacts, users, and other data. The exact migration capabilities continue to evolve as the source and destination platforms change.
I use Universal Migrator as part of my migration process. For the current detailed list of supported NetDocuments → Clio data types, see Universal Migrator's NetDocuments-to-Clio migration page.
How a NetDocuments to Clio Migration Works
Every migration is different, but the overall process is straightforward. I handle the migration from initial analysis and mapping through extraction, transformation, upload, reconciliation, and final validation.
ANALYZE & MAP
Review the NetDocuments environment and determine how workspaces, matters, documents, metadata, users, and other data should map into Clio.
PREPARE
Configure the migration, prepare Clio, finalize mappings, and complete as much preparation as possible before the final migration begins.
EXTRACT & MIGRATE
Extract the NetDocuments data and documents, transform them as needed, and migrate them into Clio using a controlled, repeatable process.
VALIDATE & COMPLETE
Reconcile the source and destination, validate the migrated data and documents, and complete the transition to Clio.
A White-Glove, Hands-Off Migration
Provide administrative access to NetDocuments and Clio, and I take care of the rest.
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No spreadsheets or mapping lists to prepare
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No documents to download or export
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No data to package for the migration
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No Clio pre-configuration required
You keep running your law firm. I handle the migration.
NetDocuments to Clio Migration FAQs
How long does a NetDocuments to Clio migration take?
It varies depending on the size and complexity of the firm, but most NetDocuments to Clio migrations take between two and four days.
Can our firm continue working during the migration?
Yes. How you work will be slightly different during the migration, but your firm's work is never interrupted.
Are NetDocuments document versions migrated to Clio?
Yes. Document version history is maintained when migrating documents from NetDocuments to Clio.
Can NetDocuments metadata be migrated to Clio?
Yes. Document categories, related matters, folder structure, authors, created dates, and other metadata can be retained during the migration.
How is the migration validated?
The migration software provides detailed, per-document logging, allowing me to verify that every document is accounted for and successfully migrated to Clio.
Ready to Move from NetDocuments to Clio?
Let's talk about your firm, your NetDocuments environment, and what you want to bring into Clio.