Migrations
Videos
General Information
- Is It Possible for Clio's Migration Team to Clone My Clio Manage Account?
- Does Clio Charge for Data Migrations?
- How to Use Match Function on Excel
- How to Use the Len() Function on Excel
- Tracking Activities and Notes During A Migration
- How to Cross Reference Excel Spreadsheet Data Using Xlookup
Clio Import
- Can Matter Notifications be Imported to Clio?
- Can I Import Matter Data Into Existing Matters in Clio Grow?
- Can You Export Contacts, Fill in Missing Information and Use Import Contact Template to Re-upload Missing Information Without Creating Duplicate Contacts?
- How Can I Tell When Data Was Imported into My Account?
- Can I Import Task Lists?
- Can I Import Tasks from a Word Document?
Clio Export
- Can I Export All Contact and Matter Notes to PDF?
- Can I Export Contacts Related to a Specific Attorney's Matters Only?
- 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"?
MyCase
PCLaw
Practice Panther
Time Matters
Timeslips
Other Migrations
- What Data Can I Migrate from WealthCounsel to Clio?
- How to Export Data from WealthCounsel
- What Caused the Possible Data Loss Warning When Opening a CSV File?
- How to Export Data from CaseLode?
- What Data Can I Migrate from CaseLode to Clio?
- What Data Can I Migrate from Acumin to Clio?