Thinking about trying Clio? Try it for free!
Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.
Objective:
- Migrate from Legal Files
- Export data from Legal Files
- Legal Files migration
- Import data from Legal Files
- Get data from Legal Files to Clio
Environment:
- Clio Manage
- Legal Files
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.
Answer:
Typically, the following data can be exported from Legal Files and imported into Clio:
- Contacts
- Matters
- Related Contacts
- Notes
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!