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How to Export Data from WealthCounsel

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  • Get my data out of WealthCounsel
  • Migrate from WealthCounsel
  • Export from WealthCounsel
  • Get data from WealthCounsel to Clio 


  • 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.



  1. Click CONTACTS from the "MY PRACTICE" menu
  2. Click MORE, and then click Export 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!

What data can I migrate from WealthCounsel to Clio?

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