2017

Download for FREE

KCS - How to Export from ESILaw

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.

Objective:

  • Get my data out of ESILaw
  • Migrate data from ESILaw

Environment:

  • ESILaw
  • Migration

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding

Procedure:

To Export:

  1. Choose File in the main menu
  2. Select Import & Export
  3. Click on Create import/export template
  4. Select Export Type (Clients, Contacts, Vendors)
  5. Follow instructions. Will allow for column selection and filtering.

 

 

Was this article helpful?