General Information
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Articles
- How To Combine Text From Two Different Cells in Excel
- 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
- Post Import: Frequently Asked Questions (FAQ)
- Managing Your Firm During The Transition
- Data Migrations Frequently Asked Questions (FAQ)
- 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 Durning a Migration or Do They Need to Be Created Before Migrating?
- 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 Do I Set Excel As My Default Program On A Mac?
- Can I Use Clio When My Information Hasn't Migrated Yet?
- Does the Customer Success Team Offer Unlimited Migrations?
- What Could Cause Data Processing to Take Longer than 5 Business Days?
- Are There Any Repercussions of Deleting Contacts after an Import Is Completed by the Migrations Team?
- Basic Data Processing Guidelines for Migrations
- Can I Have a Migration While I'm on a Free Trial?
- Can I Undo my Data Import?
- How Do I Send the Clio Migrations Team my Data?
- Can I Migrate Financial Information to Clio?