video1.0<iframe src="https://www.loom.com/embed/692bc60d503b4b3b86817d800ed191fd" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/692bc60d503b4b3b86817d800ed191fd-bbb330d59fb3c5cc.gif1234.413In this video, I guide you through the client import process for setting up your Bill for Time account, especially if you're migrating from Clio. I explain the differences in data labeling between Clio and Bill for Time, emphasizing the importance of our client matter hierarchy for accurate reporting. I walk you through cleaning up your data, including which columns to delete and how to format the information correctly for import. Please ensure that you follow the steps to streamline your data, as this will make the transition smoother. Take the time to review and clean your client information before importing it into Bill for Time.