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KCS - How to Export from Perfect Practice

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Objective:

  • Get my data out of Perfect Practice
  • Migrate from Perfect Practice
  • Export from Perfect Practice
  • Perfect Practice migration
  • Get data from Perfect Practice to Clio 

Environment:

  • Perfect Practice Desktop app

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:

  1. Go to Reports
  2. Double Click Parties (for Contacts)
  3. Click Export button in the toolbar and save as 
  4. Save as CSV
  5. Repeat the above steps for Matter Listing

Related Content:

What happens to the data that cannot be migrated? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from Perfect Practice to Clio?

 

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