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
Open Clio's Exports page. You must be an Administrator on the account to view the Exports page.
Click Excel ready CSV next to Contacts.
How to Export Matter Data
Go to the main Matters tab
Optionally apply filters to restrict the Matters you wish to export
Optionally add up to 5 Custom Fields under Columns
Click Export
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
If CSV was selected in step 5, choose a column layout
For migrating between two Clio accounts, choose Available columns
Click Export
How to Export Calendar Events
Click on Calendar
Click on the More button
Select the Calendar Feeds option
Find the Calendar you wish to export and click the Download <Calendar> ics link
How to Export Matter and Contact Notes
For NA accounts go to https://app.clio.com/export
Click on the Excel ready CSV link for Contact Notes