This article may be out of date!
Visit the New Knowledge Center

How to Export Data from Orion [Orion Law Management Systems]

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

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

Environment:

  • Orion

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. Open Orion
  2. On the left side panel, navigate to Desktop > Reports
  3. Click Standard Reports > File Maintenance
  4. To export Contacts, choose Client Listing
  5. Ensure that the Style selected is Details (system)
  6. Apply any filters under the Options section
  7. Choose Export > Excel Data File
    The file will be automatically opened after export. An error may occur if there is no valid program installed.
  8. Repeat Steps 3-7, but choose the Matter Listing option for Step 3.

As the exports doesn’t properly format the headers, you will also need to export the Client Listing and Matter Listing in a PDF to manually adjust the headers

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 Orion to Clio

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