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:
- Download the document linked in this article and populate the columns with data from your Word document.
- Follow these steps to import the Contacts template.
To migrate Matters:
- Download the document linked in this article and populate the columns with data from your Word document.
- Follow these steps to import the Matters template.