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
   • Overview of Clio Documents
   • How To Upload Documents To Clio
2. Use a 3rd Party Document Integration
   • We offer integrations with the following:
     • OneDrive
     • Box
     • Dropbox
     • Google Drive
     • NetDocuments
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.