2017

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KCS - How to Export from LEAP

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Objective:

  • How to get my data from LEAP. 
  • How to retrieve Matter information for migration from LEAP.
  • How to retrieve Contact information for migration from LEAP.
  • How to get Contacts and Matters from LEAP.

Environment:

  • LEAP

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

Procedure:

Matters

  1. Go to Reports
  2. Select Matters and Clients at the top of the page. 
  3. Select Matter List
  4. Select All for all the options
  5. Click View Report
  6. Select Download
  7. Pick CSV as file output

 Contacts

  1. Go to Reports
  2. Select Matters and Clients at the top of the page. 
  3. Select Contact Detail
  4. Select All for all the options
  5. Click View Report
  6. Select Download
  7. Pick CSV as file output
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