If you have been using Clio and want to bring data over from that system into LollyLaw, below is an overview of the procedure. Please contact us today to schedule your data import <sales@lollylaw.com> or call us as (323) 607-9023.

Note: it is important to get your data into a useable format so that you can ensure the quality of the data that is provided to us. If the data is improperly formatted, incomplete, or otherwise corrupted, data migration may be impaired. Talk with our migration specialists before proceeding.

Typically, the following data can be exported from Clio and imported into LollyLaw: 

  • Contacts
  • Matters
  • Events
  • Users
  • Tasks
  • Notes

 

Thinking about trying LollyLaw? Click here to start a trial account.

Have questions? Contact us at sales@lollylaw.com or support@lollylaw.com.

Objectives:

  • Migrate my Contacts and Matters from Clio to LollyLaw
  • Export Contact and Matter data from Clio
  • Clio migration
  • Import data from Clio
  • Get data from Clio to LollyLaw

 

How to Export Contact Data

  1. Open Clio's Exports page. You must be an Administrator on the account to view the Exports page.
  2. Click Excel ready CSV next to Contacts.

 

How to Export Matter Data

  1. Go to the main Matters tab
  2. Optionally apply filters to restrict the Matters you wish to export
  3. Optionally add up to 5 Custom Fields under Columns 
  4. Click Export
  5. Select an export format:
    • For importing into Excel, choose CSV
    • For migrating between two Clio accounts, choose CSV
    • For exporting into a readable format, choose PDF
  6. If CSV was selected in step 5, choose a column layout
    • For migrating between two Clio accounts, choose Available columns
  7. Click Export

 

How to Export Calendar Events

  1. Click on Calendar
  2. Click on the More button
  3. Select the Calendar Feeds option
  4. Find the Calendar you wish to export and click the Download <Calendar> ics link

 

How to Export Matter and Contact Notes

  1. For NA accounts go to https://app.clio.com/export   
  2. Click on the Excel ready CSV link for Contact Notes