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- Migrate from ActionStep
- Export data from ActionStep
- ActionStep migration
- Import data from ActionStep
- Get data from ActionStep to Clio
- Clio Manage
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.
Please click here for more information on how to start the migration process.
Typically, the following data can be exported from ActionStep and imported into Clio:
- Related Contacts
When a full backup of the ActionStep data is provided we can typically bring over additional items such as:
- Matter Notes
- Contact Custom Fields
- Matter Custom Fields
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!