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What Can I Migrate from MyCase to Clio?

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Objective:

  • What can migrate from MyCase?
  • How to export data from MyCase?
  • What is a MyCase migration?
  • How to import data from MyCase?
  • How to get data from MyCase to Clio?

Environment:

  • Clio Manage
  • MyCase

Additional Information:

Please note that the 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:

Typically, the following data can be exported from MyCase and imported into Clio: 

  • Contacts (including Custom Fields - these will be imported as text-line custom fields)
  • Matters (including Notes and Custom Fields - these will be imported as text-line custom fields)
  • Messages - imported as Phone Communications
  • Calendar
  • Individual Tasks 
  • Unbilled Time and Expense Entries
  • Outstanding Balances

We are not able to import Emails due to the inability to export them properly from MyCase

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from MyCase?

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