KCS - Can I Migrate my Contacts and Matters Stored in a Word Document?

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.

 

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