KCS - How to Export From Juris to Clio

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Objective:

  • Get my data out of Juris Evolution
  • Migrate from Juris Evolution
  • Export from Juris Evolution
  • Get data from Juris Evolution to Clio

Environment:

  • Juris Evolution
  • Migration
  • Clio Web 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. Click File
  2. Select Export Document
  3. Select CSV Document
  4. In the CSV Export Options window, type “,” into the Text Separator
  5. Click OK
  6. In the Save As window, select a location (eg. Desktop) and ensure that the type is CSV
  7. Click Save
  8. When prompted to open the file, select Yes and preview the information 

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 Juris Evolution to Clio

 

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