How Do I Send the Clio Migrations Team my Data?

Objective:

  • Get my data to Clio's Migration Team.
  • Where do I transfer my data to my contact in Clio.
  • Transfer Data for Migration.

Environment:

Additional Information:

  • We do recommend keeping a copy of your original data, in case needed at a later date. 

Procedure:

  1. Navigate to Dropbox, which we use to securely transfer data
  2. Click Choose Files and choose the data to be sent. You can also drag and drop.
  3. If necessary, click Add Another File
  4. You must enter your first name, last name, and email.  
  5. Click Upload
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