KCS - How to Export Data from Total Attorneys

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Objective:

  • Get my data out of Total Attorneys
  • Migrate from Total Attorneys
  • Export from Total Attorneys
  • Total Attorneys migration
  • Get data from Total Attorneys to Clio

Environment:

  • Total Attorneys

Additional Information:

Please note that the 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:

  1. Click Contacts
  2. In the bottom of the screen click Export to Excel

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!

What data can I migrate from Total Attorneys to Clio

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