The 2021 Clio Cloud Conference is Happening Now!

What Data Can I Migrate from WealthCounsel to Clio?

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.


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


  • Clio Manage
  • WealthCounsel

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.


Typically, the following data can be exported from WealthCounsel and imported into Clio: 

  • Contacts 

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 WealthCounsel?

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