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
- How to Contact Amicus?
- Can I Edit a Previously Imported CSV Within Clio Grow after It Is Complete?
- Responsible Attorney/Solicitor is Blank When I Import Matters
- 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?
Clio Export
- Error Message: Matter Export Request Timed Out
- Does Clio's Amazon s3 Data Escrow Connect with AWS GovCloud (US-East) and (US-West)?
- A Firm Is Splitting and Members Leaving the Firm Need to Export Data from the Primary Clio Account to the New Clio Account. Do These Members Need to Have Administrator Permissions to Perform This 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?
MyCase
PCLaw
Practice Panther
Time Matters
Timeslips
Other Migrations
- What Data Can I Migrate from Pika CMS to Clio?
- How to Export Data from Pika CMS
- Can I Migrate Using Information from Data Escrow?
- What Data Can I Migrate from Clicktime to Clio?
- How to Export Data from Clicktime to Clio?
- What Data Can I Migrate from WealthCounsel to Clio?