KCS - How to Export Data from Amicus (Small Firm Edition)

 

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:

  • Get my data out of Amicus (Small Firm Edition)
  • Migrate from Amicus (Small Firm Edition)
  • Export from Amicus (Small Firm Edition)
  • Amicus (Small Firm Edition) migration
  • Get data from Amicus (Small Firm Edition) to Clio 

Environment:

  • Amicus (Small Firm Edition)

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.

Please consider these additional resources if you are importing from another version of Amicus:

Procedure:

  1. Log into Amicus Small Firm.
  2. Go to Reports.
  3. Run a report for each desired export:
    • Contacts
    • Matters
    • Calendars
    • Tasks

Note: the exports are not guaranteed- without Amicus Administrator, some options may not be available.

Save the file with a ".csv" extension - you should be able to open the file in Excel.   

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 Amicus (Small Firm Edition) to Clio?

Was this article helpful?