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Objective:

Migrate from Firm Central
Export data from Firm Central
Firm Central migration
Import data from Firm Central
Get data from Firm Central to Clio

Environment:

Clio Web App
Firm Central

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:

To export Matters:

click Matters
Click Export Matters

To export Contacts:

Click Contacts
Click Export Contacts

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 can I export from Firm Central?