KCS - How to Export Data from uLaw

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Objective:

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

Environment:

  • uLaw

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:

Contacts

  1. Click Contacts
  2. Select All Contacts
  3. Click Export
  4. Choose CSV

Matters

  1. Click Quick View
  2. Set the filter to All Matters
  3. Click Export
  4. Choose CSV

 

Related Content:

What about the information that isn't covered 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 uLaw to Clio?

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