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How to Export Data from CaseLode?

Environment:

  • Clio Manage
  • CaseLode

Objective:

  • How to migrate from CaseLode?
  • How to export data from CaseLode?
  • What is a CaseLode migration?
  • How to import data into Clio from CaseLode?
  • How to get data from CaseLode to Clio?

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.

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Procedure:

  1. Data Menu --> Case management --> Export Data
  2. Choose the appropriate Source File
  3. Select All Fields
  4. Edit the Export File Path to point to where you want the file exported
  5. Export File Type updated to Comma-delimited
If those export steps don’t work try looking for the.DBF files in the drive listed under the Source File. You may have to use Libre Office to open the .DBF files.

 

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!

What Data Can I Migrate from CaseLode to Clio?

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