Clio has an integration with NetDocuments that creates folders in NetDocuments linked to Matters in Clio.  If a client making use of this integration wants to move their documents from NetDocuments to being stored in Clio you can use this procedure. 

Backup NetDocuments using Universal Migrator

First backup NetDocuments to a Universal Database using Universal Migrator

SQL Scripts to prepare for injection

The SQL statement below will create a reusable function that can back up the Clio Client and Matter Id from a string.

--This function extracts the Clio Client and Matter from a value
CREATE OR ALTER FUNCTION Extract_Clio_Id(
	@Id NVARCHAR(MAX)
) RETURNS @RESULT TABLE(
	ClientId NVARCHAR(MAX), 
	MatterId NVARCHAR(MAX)
) AS BEGIN
	DECLARE @VALUES NVARCHAR(MAX) = @Id
	DECLARE @SEPARATOR CHAR = '|'

	--Remove the Clio- Prefixens
	SET @VALUES = REPLACE(@Values, 'Clio-', '')

	SET @VALUES = REPLACE(@VALUES, ' --- ', @SEPARATOR)

	DECLARE @CLIENTID NVARCHAR(MAX) = (SELECT COALESCE(value, '') from STRING_SPLIT(@VALUES, @SEPARATOR, 1) WHERE ordinal = 1)
	DECLARE @MATTERID NVARCHAR(MAX) = (SELECT COALESCE(value, '') from STRING_SPLIT(@VALUES, @SEPARATOR, 1) WHERE ordinal = 2)
	
	INSERT INTO
		@RESULT(ClientId, MatterId)
	VALUES
		(@CLIENTID, @MATTERID)
	
	RETURN
END
GO

The following SQL statement will back up the Contact Id and UPDATE the Result_Id on the __M_Contacts table

    --Update Result_Id to the correct contact ID in Clio
UPDATE 
	__M_Contacts
SET
	Result_Id = (SELECT ClientId FROM Extract_Clio_Id(Id))
WHERE 1=1
	AND Id like 'Clio-%'  

    --Update Result_Id to the correct matter ID in Clio
UPDATE
	__M_Matters
SET
	Result_Id = (SELECT MatterId FROM Extract_Clio_Id(Id))
WHERE 1=1
	AND Id like 'Clio-% --- Clio-%'  

The following script will set the Final_Status to "Deleted" for Contacts that exist in NetDocuments, but aren't linked to Clio. This tells Universal Migrator to disregard these contacts.

    --For Contacts that don't exist in Clio, mark them Deleted so UM will disregard them.
UPDATE
	__M_Contacts 
SET
	Final_Status = 'Deleted'
WHERE 1=1
	AND Result_Id = ''  

The following script will set the Final_Status to "Deleted" for Matters that exist in NetDocuments, but aren't linked to Clio. This tells Universal Migrator to disregard these matters.

    --For Matters that don't exist in Clio, mark them Deleted so UM will disregard them.
UPDATE 
    __M_Matters 
SET
	Final_Status = 'Deleted'
WHERE 1=1
	 AND Result_Id = ''  

If the client wants document categories converted to folder paths (most do), run this command.

 If there are documents in NetDocuments that are orphaned from a matter, please reference the article named Synthesize: Missing Matters for Documents for instructions on synthesizing Matters for documents orphaned from Matters.

 You may also have Matters that are orphaned from contacts.  The article named Synthesize: Missing Client Contacts for Matters has instructions for synthesizing contacts for Matters that are orphaned from a Contact record.