KCS - How to Export Data from Prevail

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Objective:

  • Get my data out of Prevail
  • Migrate from Prevail
  • Export from Prevail
  • Get data from Prevail to Clio 

Environment:

  • Prevail

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

For a list of what can be exported from Prevail, see here

Procedure:

  1. Open Prevail.
  2. Open the "Administration" menu.
  3. Select "Export Contacts."
  4. Select a location to save the export file, and name it.

Alternative:

For some versions, visiting "File" then "Export" will provide an option to export both contacts and matters. 

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from Prevail to Clio

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