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How to Export Data from LeanLaw

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Objective:

  • Get my data out of LeanLaw
  • Migrate from LeanLaw
  • Export from LeanLaw
  • LeanLaw migration
  • Get data from LeanLaw to Clio 

Environment:

  • LeanLaw

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:

  • Sign into your LeanLaw account
  • Click Settings
  • Click Firm Info
  • Click Download Firm Data

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 LeanLaw to Clio?

 

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