Overview
This article shows how to export your data from Clio for import into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in formatting and organizing your data.
When you export data, make sure all filters have been removed before running the export.
You need access to your Clio account, your MyCase account and one of the following programs to download MyCase's import templates:
Microsoft Excel
Google Sheets
Apple Numbers
LibreOffice Calc
Other spreadsheet or CSV editing software of your choice.
Exporting Data
Contacts (Clients):
Visit the Clio Export Page
Click on Excel Ready CSV beside Contacts
Matters (Cases):
Visit the Clio Export Page
Click on Excel Ready CSV beside Matters
Calendar:
Visit the Clio Export Page
Click on Excel Ready CSV beside Calendar
Tasks:
Visit the Tasks tab
Be sure to Clear all filters
Click on Export
Select a desired range
Ensure output format is CSV
Click Create Export
Click Download
Relationships:
Visit the Clio Export Page
Click on Excel Ready CSV beside Contact Related Matters
Notes:
Visit the Clio Export Page
Click on Excel Ready CSV beside Contact Notes
For Matter Notes, visit the Clio Export Page
Click on Excel Ready CSV beside Matter Notes
Time and Expenses:
Visit the Activities page
Be sure to Clear all filters
Choose the desired Date Range
Click on Export
Select CSV
Select All Available Columns
Click on Export
Account Receivables:
Visit the Reports tab
Navigate to the Billing Reports section and click on Accounts Receivable
Select All Attorneys
Select All Clients
On the Group Results By drop-down menu, select Client
On the Select Practice Area drop-down menu, select All
On the Select Date Range drop-down menu, select All Dates
On the Output Format drop-down menu, select CSV
Click on Generate Report
Trust Accounts:
Visit the Reports tab
Navigate to the Client Reports section and click on Trust Listing
Make sure we are NOT viewing clients with a zero balance
Under the Clients section, select All Clients
In the Select Practice Area drop-down menu, select All
In the Select Date Range drop-down menu, select All Dates
In the Output Format drop-down menu, select CSV
Click on Generate Report