KCS - What can I Export from TrialWorks?

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Objective:

  • Migrate from TrialWorks
  • Export data from TrialWorks
  • TrialWorks migration
  • Import data from TrialWorks
  • Get data from TrialWorks to Clio

Environment:

  • Clio Web App
  • TrialWorks

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.

We will require access to the local, server-based version of TrialWorks to perform the export. 

Answer:

Typically, the following data can be exported from TrialWorks and imported into Clio:

  • Contacts
  • Matters

We currently have not confirmed the exact nature of what can be migrated from this program to Clio.  (However, see below for Export instructions from this program.)

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!

How to export data from TrialWorks?

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