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How to Export Data from Cloudlex?

Objective:

  • Get my data out of Cloudlex
  • Migrate from Cloudlex
  • Export from Cloudlex
  • Cloudlex migration
  • Get data from Cloudlex to Clio 
  • Migrate from Bill For Time; Migrate from Bill 4 Time; Migrate from Cloudlex

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.

Procedure:

Contacts (Limit of 1000 records)

  • Navigate to the Contact Manager
  • Select All Contacts
  • Click the Export button in the top right

Clients (Limit of 100 records)

  • Navigate to the Reports section
  • Click on the Hamburger Menu
  • Select Plaintiff Contact Report
  • Make sure "All Matters" is selected
  • Click the Export button in the top right

Matters (Limit of 2000 records)

  • Navigate to the Reports Section
  • Click on the Hamburger Menu
  • Select All Matters
  • Make sure "All Matters" is selected
  • Click the Export button in the top right

Related Content:

What Data Can I Migrate From Cloudlex to Clio?

What happens to the data that cannot be migrated? See this article or contact us for information about the best practices for setting up your Clio account!

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