KCS - What Data Can I Migrate from Total Attorneys to Clio

Objective:

  • Migrate from Total Attorneys
  • Export data from Total Attorneys
  • Total Attorneys migration
  • Import data from Total Attorneys
  • Get data from Total Attorneys to Clio 

Environment:

  • Clio Web App
  • Total Attorneys

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.

Answer:

Typically, the following data can be exported from [program] and imported into Clio: 

  • Contacts

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from Total Attorneys?

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