KCS - How to Export Data from LollyLaw

 

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Objective:

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

Environment:

  • LollyLaw

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.

Procedure:

  1. Select Settings.
  2. Select Export.
  3. Select Download All Contacts in Account.
  4. An email will be sent to the account owner with the download - check email.
  5. Download file to desktop - if it directs you to Google

NOTE: LollyLaw appears to have additional reports that can be run, but these reports seem to only provide segmented information which is not sufficient for migrating data. For instance, it appears a report on only certain matter types can be exported at a time, while a full listing of ALL matters is required for migrating them.

In addition, a "notes" report only provides one note per export; a listing of ALL notes linked to the case or contact is required for migrating. 

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 LollyLaw to Clio

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