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Can I Migrate Documents to Clio?

Objective:

  • I have Documents in another system. Can I migrate them to Clio? 
  • Will my migration allow me to bring over Documents? 
  • Import Documents

Environment:

  • Clio Manage

Answer:

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:

  1. Manually upload your documents to Clio Documents
  2. Use a 3rd Party Document Integration
  3. 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.   
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