Migrate from Clio to Nutshell

Clio clients map directly to Nutshell people records. The client's display name, primary email address, phone number, and address fields translate directly to Nutshell's corresponding person fields (name, email, phones, address). Any Clio client record lacking an email address is flagged by the migration engine and queued for manual enrichment before the import runs, ensuring no incomplete contact records enter Nutshell without team review.

When a Clio client represents a business entity (e.g., matters linked to a corporate client rather than an individual), we map it to a Nutshell company record. The client name becomes the company name; we create a corresponding person record for the primary contact within that company.

Clio matters map to Nutshell deals. Matter name becomes deal name; matter description maps to deal description. Matter status (Open, Closed, Pending) is mapped to Nutshell pipeline stage values based on a value-mapping table agreed upon before migration. Closed matters map to Won or Lost stage based on outcome.

Clio matter status values (Open, On Hold, Closed, Archived) map to Nutshell pipeline stages (Lead, Qualified, Proposal, Won, Lost) per a value-mapping matrix. We preserve the original status-transition timestamps as custom datetime fields on the Nutshell deal for reporting continuity.

Clio time entries (billable and non-billable) do not have a native Nutshell equivalent. Billable time entries migrate as custom fields on the related deal (e.g., Total_Billable_Hours__c). Individual time entries are preserved as activity notes with original hours, date, and attorney attribution for historical reference.

Clio documents attached to matters migrate to Nutshell deal file attachments. We download each file from Clio, re-upload to Nutshell's storage, and link it to the corresponding deal. Original upload timestamps and creator attribution are preserved in the file metadata.

Clio invoices, trust balances, accounts receivable, and operating account transactions have no Nutshell equivalent. We export Clio's accounts receivable balance snapshot and outstanding invoice total as custom fields on the client/person record. Full financial history must remain in Clio or be exported to an accounting tool.

Clio staff members resolve to Nutshell users by email address. Staff members without a corresponding Nutshell user are flagged before migration; their matters and time entries can be reassigned to a fallback Nutshell user or remain unattributed pending team invitation.

Clio tasks assigned to matters map directly to Nutshell tasks linked to their corresponding deal record. Core task attributes including due dates, descriptions, and owner assignment translate to Nutshell's task fields. Completed task status is preserved in the migration; open or in-progress tasks migrate with a pending status in Nutshell. Task priority levels and recurrence patterns are noted for manual recreation since Nutshell handles these fields differently than Clio's task model.

Clio custom fields on matters (e.g., case type, court jurisdiction, opposing counsel) require pre-creation of equivalent Nutshell custom fields on the deal object before migration. We deliver a custom field creation guide as part of the migration plan so fields exist before the import runs.

Clio custom fields on clients (e.g., referral source, client type, intake date) migrate to Nutshell custom fields on the person record. Field type conversion is applied: Clio text fields become Nutshell text fields, pick-lists become Nutshell choice fields, date fields become Nutshell date fields.

Clio's matter-to-client links translate to Nutshell deal-person associations. When a matter has a primary client, that person is linked to the deal as the primary contact. Secondary clients on a matter are added as additional contacts on the Nutshell deal.