KCS - 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.  
  • Transfers are limited to 2GB per transfer.

Procedure:

  1. Navigate to Transfer Big Files this is Clio's secure data transfer portal
  2. Enter the password 'clio1234'.
  3. Click Select Files or Folder and choose the data to be sent. You can also drag and drop.
  4. You must enter your Name and email.
  5. Ensure that you fill in the Transfer Name field with the name of your Migrations Specialist.  
  6. Click Send Now
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality