KCS - How to Export From Practice Panther to Clio

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.

Objective:

  • Migrate from Practice Panther
  • Export data fromPractice Panther
  • Practice Panther migration
  • Import data fromPractice Panther
  • Get data fromPractice Panther to Clio 
  • Practice Panther Migrations

Environment:

  • Practice Panther Web App

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.

  • Only administrators are able to export client data
  • We cannot export calendars but calendars will sync with Outlook and Google

Procedure:

To export your contacts:

  1. Click Clients on the left side bar, or (depending on your version) Contacts at the top of screen your screen
  2. Filter information provided as needed
  3. Choose columns for export
  4. Click Export on the bottom right

To export your matters:

  1. Click Matters (Cases) on the left side bar, or from the top of your screen
  2. Filter information provided as needed
  3. Choose columns for export
  4. Click Export on the bottom right

To export your tasks:

  1. Click Tasks on the left side bar, or from the top of your screen
  2. Filter information provided as needed
  3. Choose columns for export
  4. Click Export on the bottom right

To export your time entries:

  1. Click Time Entries on the left side bar, or from the top of your screen
  2. Filter information provided as needed
  3. Choose columns for export
  4. Click Export on the bottom right

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 Practice Panther?

 

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