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:

Needles Legal Case Management Software

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.

How to Export Data from Needles Legal Case Management Software

Objective:

Environment:

Additional Information:

Procedure:

Related Content: