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Can I Migrate Documents to Clio?


  • 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

Additional Information:

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.   


While Documents are not included as part of the services provided by our Data Migrations team, there are several options for using Clio to manage your Documents:

  1. Clio Documents is Clio's built-in document storage and sharing solution
  2. 3rd Party Document Integrations
    • We offer integrations with OneDrive, Box, Dropbox, Google Drive, and NetDocuments




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