Collect eCheck and card payments directly through Clio. Find out how.

What Can I Migrate from Filevine to Clio?

Objective:

  • What can be migrated from Filevine?
  • Transfer data from Filevine to Clio?
  • What is a Filevine migration?
  • How to import data from Filevine?
  • How to get data from Filevine to Clio?

Environment:

  • Clio Manage
  • Filevine

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.

Answer:

Typically, the following data can be exported from Filevine and imported into Clio: 

  • Contacts
  • Matters
  • Notes
  • Tasks
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality