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- Migrate from Daylite
- Export data from Daylite
- Daylite migration
- Import data from Daylite
- Get data from Daylite to Clio
- Daylite (Daylight)
- Clio Manage
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.
Typically, the following data can be exported from Daylite and imported into Clio:
- Matters (known as Projects in Daylite)
- Contact Notes
- Matter Notes
- Email Communications
- Related Contacts (from Matters)