- Transfer data from one Clio account to another
- Import persons and companies into Clio
- Clio to Clio migration
- Clio Web App
Please note: the success of any data migration depends primarily on the quality of the data set in your original Clio account. Before attempting to migrate your information into a new Clio account, please ensure that your data is consistently formatted and well organized. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.