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What Data Can I Migrate from CaseLode to Clio?

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Objective:

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

Environment:

  • CaseLode

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.

Answer:

What can I migrate?
  • Contacts
  • Matters
  • Unbilled Time
  • Unbilled expenses

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 CaseLode?

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