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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

Additional Information:

n/a

Answer:

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

 

 

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