KCS - How to Export from TrialWorks

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Objective:

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

Environment:

  • TrialWorks

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 on Reports in the menu bar
  2. Select Custom Report Export
  3. Click Edit Queries…
  4. Select any information that is regarding you Matters or Contacts in the headers
  5. In the Query/Filter Name put a name such as “Clio Export”
  6. Click the Exit button
  7. In the Export Format, select Excel
  8. Click Export
  9. Review data and repeat process if there are additional Matter or Contact fields necessary

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 TrialWorks to Clio

 

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