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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:

  • Google Drive

Additional Information:

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

Procedure:

  1. Reach out to your Migrations Specialist.
  2. Inform them you would like to transfer your data in order to begin the migration
  3. Upload the data to the Google Drive folder that is shared with you
  4. Send your specialist an email confirming the data has been uploaded. 
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