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What Data Can I Migrate from CASEpeer to Clio?

Objective:

  • Migrate from CASEpeer
  • Export data from CASEpeer
  • CASEpeer migration
  • Import data from CASEpeer
  • Get data from CASEpeer to Clio 

Environment

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 CASEpeer and imported into Clio: 

  • Contacts
  • Clients
  • Matters
  • Notes
  • Tasks

Related Content:

What happens to the information in my previous practice management software that doesn't come over? See this article or contact us for information about the best practices for setting up your Clio account!

How to Export Data From CASEpeer

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