- I have Documents in another system. Can I migrate them to Clio?
- Will my migration allow me to bring over Documents?
- Import Documents
- Clio Manage
While Documents are not included as part of the services provided by our Data Migrations team, there are several options to bring your documents into Clio:
- Manually upload your documents to Clio Documents
- Use a 3rd Party Document Integration
- Partnering with a 3rd party to transfer your files
- Clio has a partnership with Shoveler to assist with the migration of your documents into Clio Manage. For a set fee, they can seamlessly and securely transfer your files. For more information and to schedule a consultation, please click here.
- DocVolution (For UK & Ireland customers):
- For more information and to schedule a consultation, please click here.