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How to export data from Clio
How to export data from Clio

Data Migration from Clio

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

At Lawcus, we understand that transitioning your data is a crucial step in embracing a new way of managing your legal practice. To ensure this process is as smooth as possible, we offer a streamlined data migration service that takes approximately 2-3 weeks, allowing you to continue your work with minimal disruption.

What Can You Migrate from Clio to Lawcus

With our data migration service, we can import nearly everything from your Clio account, including Custom Fields, Clients, Matters, Matter relationships, Notes, Files, Time Entries, Expense Entries, Flat Fees, Invoices, Payments, balances, and documents (from Clio Manage only).
However, please note that we cannot import intake forms and documents from Clio Grow.

How to export data from Clio Manage:

1. Click here to follow the data export page on Clio.

2. Click Excel ready CSV next to the following:

  • Communications

  • Contact Notes

  • Contact Related Matters

  • Contacts

  • Matter Notes

  • Matters

  • Tasks

  • Calendar Entries

3. Next, go to the Activities section from the left menu and click All. Select the date range, clear any filters, and Export.

4. Go to the Billing section from the left menu. Click All and Export.

5. You need to download two Reports-
- Billing History Report
- Client Ledger Report

How to export data from Clio Grow:

1. Export Contacts

Go to Contacts -> Scroll to the bottom -> Click on Export Contacts to CSV.

2. Export Matters
Go to Matters -> Scroll to the bottom -> Click on Export Contacts to CSV.

Clio will send the data to your registered email, allowing you to retrieve the files from your email inbox conveniently.

Here's how our data migration process works:

1. We will retrieve the export files from your Clio account and commence the migration process.

2. You will be provided with a login and password to verify that the imported data aligns with your expectations. This step ensures the accuracy of the migration.

3. Throughout this period, you can continue using Clio, ensuring zero downtime for your legal practice.

4. On Friday evening, we will perform a final data retrieval from Clio and import it into your Lawcus account.

5. When you return to work on Monday, you can seamlessly transition to Lawcus without any interruption or disruption.

Our data migration service is available at a one-time fee of $349, ensuring that your transition to Lawcus is cost-effective and hassle-free. Moreover, for users of our Business Annual plan, data migration is included free of charge, further simplifying your migration process.

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