- Migrate from PC Law.
- PC Law Migration.
- Import data from PC Law.
- Get data from PC Law to Clio.
- Export Contacts from PC Law. Instructions can be found HERE
- Open the exported Document 'open matt.doc' in Microsoft Word
- Highlight all headers (shown in caps) and copy the information to your clipboard.
- Open the exported Document 'contacts.csv' in Microsoft Excel
- Right-click on 1 from Rows
- Click Insert
- Select Column A/Row 1 with your cursor
- Right-click and select Paste
- Re-save 'contacts.csv' with the changes
- Navigate to Clio's Import Page HERE and select Add.
- Select Matters and Contacts from PC Law from Import drop-down
- Responsible Attorney and Matter Status can be left blank.
- Select Choose File
- Select the previously saved 'contact.csv'
- Click Upload File