Objective:

• Migrate from Microsoft Word
• Import data from Microsoft Word
• Get data from Microsoft Word to Clio
• Export data from Microsoft Word
• Microsoft Word migration

Environment:

• Clio Web App
• Microsoft Word
• Microsoft Excel

Additional Information:

n/a

Answer:

Yes, contact and matter data can be migrated from Microsoft Word into Clio.

While this service is not offered by the Clio migrations team, it is a simple process and can be done by any Clio user.

To migrate Contacts: 

1. Download the document linked in this article and populate the columns with data from your Word document.
2. Follow these steps to import the Contacts template.

To migrate Matters: 

1. Download the document linked in this article and populate the columns with data from your Word document.
2. Follow these steps to import the Matters template.