Migrations
Videos
Articles
- Can You Export Contacts and Fill in Missing Information and Use Import Contact Template to Re-upload Missing Information Without Creating Duplicate Contacts?
- Is It Possible for Clio's Migration Team to Clone My Clio Manage Account?
- How Can You Move From North American Server to Canadian Server for Clio Manage?
- Can I Export Contacts Related to a Specific Attorney's Matters Only?
- How to Export Data from Cloudlex?
- Does Billed Time Get Migrated in a Clio to Clio Migration?
- Does Clio Charge for Data Migrations?
- My Rocket Matter Custom Fields Aren't Imported into Clio
- How to Use Match Function on Excel
- Tracking Activities and Notes During A Migration
- Can I Bulk Transfer Funds from One Trust Account to Another?
- Is It Possible To Prepare My Data Before A Migration?
- How Do I Review the Data Imported into my Clio Manage Account?
- What Are the Required Fields for a Clio Manage Data Migration?
- Are Practice Areas created in a Migration or do they need to be Created before Migrating?
- Can Report Data be Imported while doing a Clio to Clio Migration?
- Can Clio Help Me Migrate Data After the Initial Migration?
- Can I Add Contacts Before My Account is Migrated Over to Clio?
- How Can I Extend the Number of Days Given to Review Migrated Data?
- How Do I Contact the Migrations Team When I Do Not Have Their Contact Information?
- How to Setup an Appointment with a Migrations Specialist?
- Can I Add Time Entries into Clio During a Data Migration from Another Software Program?
- How to Export Data from Apple Calendar
- How to Export Data from Apple Contacts
- Can You Help Me Move My Documents into Clio?
- How do I Generate Simple Interest on Balances Carried Forward from my Previous Software?
- What Do I Need to Review in my Clio Account after my Migration is Complete?
- Can I Use Clio When My Information Hasn't Migrated Yet?
- What Fields Are Included In A Contact Import?
- What Fields Are Included In A Tasks Import?