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What Information Can I Import Into my Clio Account?

Question:

  • What information can I import into my Clio Account?

Environment:

  • Clio Manage

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)
  • Communication Logs (see here)
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