KCS - How to Export Data from MyCase

 

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Objective:

  • Get my data out of MyCase
  • Migrate from MyCase
  • Export from MyCase
  • MyCase migration
  • Get data from MyCase to Clio 

Environment:

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.

Procedure:

  1. Click on your Name
  2. Click Settings
  3. Click Import/Export
  4. Click Create Backup

For more detail, refer to this Support Article

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!

What data can I migrate from MyCase to Clio?

 

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