KCS - How to Export Data from LawLogix

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Objective:

  • Get my data out of LawLogix
  • Migrate from LawLogix
  • Export from LawLogix
  • LawLogix migration
  • Get data from LawLogix 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:

  1. Go to Reports (left-hand nav bar)
  2. Add new Template
  3. Select report from drop down (Address book for Contacts, Cases for Matters etc)
  4. IMPORTANT: MUST select "yes" under "Holiday Card Recipient." Otherwise the report will give you no results.
  5. Report Columns Tab - select all relevant columns (generally all)

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 LawLogix to Clio?

 

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