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Only Some Of My Matters Have Imported Into Clio

Objective:

  • Just recently finished my Clio to Clio Migration and only some of my Matters have imported over.
  • I have exported and imported Matters into Clio and only some have imported

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When exporting Matters from the old Clio account, the Matters will default to Open Matters; please ensure when you are exporting Matters, you click on the All Matters quick-filter to ensure you are exporting all existing Matters.

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