- Get my data out of Perfect Practice
- Perfect Practice Desktop app
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.
- Go to Reports
- Double Click Parties (for Contacts)
- Click Export button in the toolbar and save as
- Save as CSV
- Repeat the above steps for Matter Listing