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What Data Can I Migrate From Cloudlex to Clio?

Objective:

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

Environment:

  • Clio Manage
  • Cloudlex

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:

  • Contacts (Limit of 1000 Contact records and 100 Client records)
  • Matters (Limit of 2000 records)
  • Notes (Limited)

Related Content:

How to Export Data from Cloudlex?

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!

 

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