What Can I Import Into Clio?

Objective:

  • What Can I Import from one Clio account into another? 
  • How to upload data to Clio
  • How to perform a Clio to Clio migration

Environment:

  • Clio Web App

Additional Information:

  • For information on how to export data from Clio, see here.
  • For complete instructions on how to migrate information from one Clio account to another, see here.

Answer:

  • Contacts (see here)
  • Matters (see here)
  • Calendar Events (see here)
  • Importing Tasks (see here)
  • Related Contacts (see here)
  • Notes (Contacts: see here) (Matters: see here)
  • Activities (see here)
  • Custom Fields (Contacts: see here) (Matters: see here)
  • Importing Communication Logs (see here)
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality