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At LollyLaw, we understand that most firms already have valuable data they have collected for their clients and they need to keep it. Sometimes the biggest hurdle to moving to a (better) application is bringing your data with you. We can help with that. 

Typically, when you are preparing to migrate, we recommend preparing by downloading the following data that can be exported from Clio and imported into LollyLaw: 

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

 

See article How to Export my Data from Clio for more detailed steps.

 

Facilitated Migration

Sometimes, in order to move over from an older system, the data needs some special attention to get it formatted, converted, or just cleaned up prior to import.  Or the data could be in an unfamiliar file or database. If you don’t have an IT specialist on staff and want it to be managed quickly, our Support staff are equipped to assist with data migration and can handle any file format.

If you are interested in this service, simply reach out to us at support@lollylaw.com or call Sales during business hours (9am – 5pm PST) at 530.535.8565 to discuss your needs.

We use a transparent approach to data migration which includes points at which you can review and approve the results before moving to the next process.

 

Article tags:

  • Migrate from Clio
  • Export data from Clio
  • Clio migration
  • Import data from Clio
  • Get data from Clio to LollyLaw