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

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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. On the left side panel, click File Management Manager
  2. Click Reports > Standard > File Maintenance reports
  3. To export Contacts, choose Client Listing and save it as a xlsx or csv
    Note: You may need to choose Excel (Data) as the format
  4. To export Matters, choose Matter Listing and save it as a xlsx or csv
    Note: You may need to choose Excel (Data) as the format
  5. NOTE: 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

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