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Objective:
- Get my data out of Needles Legal Case Management Software
- Migrate from Needles Legal Case Management Software
- Export from Needles Legal Case Management Software
- Needles Legal Case Management Software migration
- Get data from Needles Legal Case Management Software to Clio
Environment:
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:
Matters
- Go to Reports
- Select Case Information
- Select Case Listings
- Select Party Name
- Select Status
- Report will appear in the product
- Print button at the top of screen, print to PDF
- Check Print to file box
- Select Print
- Make sure to save under Excel with headings
Contacts
- Go to Reports
- Select Mailing Labels
- Report will appear in the product
- Print button at the top of screen, print to PDF
- Check Print to file box
- Select Print
- Make sure to save under Excel with headings
Matter Notes
- Case Reports
- Case Notes
- Report will appear in the product
- Print button at the top of screen, print to PDF
- Check Print to file box
- Select Print
- Make sure to save under Excel with headings
Alternatively we can pull data from a full backup (.bak) of the database. Please see below for instructions on making a backup.
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 Needles to Clio?