Migrations

Clio Import

• How to Import Multiple Related Contacts for the Same Client into Clio
• How to Import a Picklist Custom Field
• How To Review Migration Import Errors
• How Do I Fill Out The Contacts Import Template?
• How do I Bulk Import Contact Custom Fields Into Clio?

Clio Export

• What Does the BilledState Column Mean When Exporting Time or Expense Entries from Clio?
• How to Cross-Reference / Combine Excel Spreadsheet Data using INDEX/MATCH
• How Do I Export a List of Contacts by Date Added?
• How To Export a Client Address List
• Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel
• Exporting Matter Maildrop Addresses

See all 8 articles

General Information

• Post Import: Frequently Asked Questions (FAQ)
• MyCase Data Migration Guide
• Transitioning To Clio From Your Previous System
• Clio's Data Migration Process

Practice Panther

• Practice Panther Data Migration Guide

Other Migrations

• How to Export Data from INSZoom
• How to Export Data from PrimaFacie
• What Data Can I Migration from PrimaFacie to Clio?
• How to Export from Time59
• What Data Can I Migrate From Time59?
• How to Export Data from Cerenade eIMMIGRATIONAIR [Serenade]