2017

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KCS - What can I export from Needles practice management software?

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Objective:

  • Needles data export
  • Migration from Needles to Clio

Environment:

  • Needles

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Answer:

  • Contacts
  • Matters
  • Matter Notes
  • Calendar (via Outlook Sync)
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