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Can You Help Me Move My Documents into Clio?

Objective:

  • Will someone be able to help me with migrating files into our firm account?
  • Does Clio training team help with moving multiple files into Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

We’re not able to move over documents via the migration process, unfortunately it’s a manual process to move over the documents. We do not have a method that we can extract them nor load them into another account at this time.

 

Some firms choose to partner with a third-party Clio Certified Consultant to expedite this process or the software FasterLaw

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