Migrations
Videos
Clio Import
- Can I Import Task Lists?
- Can I Import Activities to Closed Matters?
- How to Import Multiple Related Contacts for the Same Client into Clio
- How to Import a Picklist Custom Field
- How to Access the Import Page in Clio
- How To Review Migration Import Errors
Clio Export
- What Does the Type Column on the Communications Export Represent?
- Is There a Way to Export all Data in a Matter Including Notes, Communications and Activities?
- What is the Difference Between Contacts and Contacts (for Patch) on the Bulk Exports Page?
- What is Error "Lex custom has already been taken"?
- How do I Export Tagged Contacts Into a CSV?
- What Does the BilledState Column Mean When Exporting Time or Expense Entries from Clio?
General Information
- How to Use the Len() Function on Excel
- How to Cross Reference Excel Spreadsheet Data Using Xlookup
- Post Import: Frequently Asked Questions (FAQ)
- Managing Your Firm During The Transition
- Data Migrations Frequently Asked Questions (FAQ)
- How Do I Move Data From One Clio Manage Account to Another? (Clio to Clio Migration)
Timeslips
Practice Panther
PCLaw
MyCase
Time Matters
Other Migrations
- How to Export Data from My Invoice Estimates Deluxe 10.0?
- What Data Can I Migrate from CASEpeer to Clio?
- How to Export Data from INSZoom
- LEAP Data Migration Guide
- How to Export Data from PrimaFacie
- What Data Can I Migration from PrimaFacie to Clio?