2017

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How to Export data from Prevail

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Objective:

  • Get my data out of Prevail

Environment:

  • Prevail practice management
  • 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

What Data Can I Export from Prevail?

Procedure:

  1. Open Prevail.
  2. Open the "Administration" menu.
  3. Select "Export Contacts."
  4. Select a location to save the export file, and name it.

Alternative:

For some versions, visiting "File" then "Export" will provide an option to export both contacts and matters. 

 

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