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If you're a North American customer, please call: 1-888-858-2546 ext 1.
If you are an EU customer, please call: +44-800-433-2546
Objective:
- Migrate from LEAP
- Export data from LEAP
- LEAP migration
- Import data from LEAP
- Get data from LEAP to Clio
Environment:
- Clio Manage
- LEAP
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.
| Important: If you are not the Account Owner of the LEAP account being migrated from then please speak with your Data Migration Specialist |
Answer:
The following data can be exported from LEAP and imported into Clio:
- Contacts
- Matters
- Related Contacts (UK/EU customers Only)
- Compliance and Conveyancing Data Custom fields (UK/EU customers Only)
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!