- To export data from Trialworks
- To understand what can and cannot be transferred from TrialWorks to Clio
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
If you have to log into Trialworks "cloud server", the exports are very limited and may be unusable.
If you have the "local, server-based version of TrialWorks, you can export Contacts and Matters.