Overview
To ensure a smooth migration into MyCase, your files must be exported in .csv or .xlsx format, have headers only in the top row, and contain no duplicate entries. If you need help meeting these requirements, contact Clio Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.
What can migrate
Contacts
Cases
Custom fields
Notes
Unbilled time entries
Unbilled expenses
Tasks
Calendar events (single events only)
Unsent invoices
How to migrate
Matters (Cases):
Visit the Clio Export Page
Click on Excel Ready CSV beside Matters
Contacts (Clients):
Visit the Clio Export Page
Click on Excel Ready CSV beside Contacts
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
Matter 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
Contact Notes:
Visit the Clio Export Page
Click on Excel Ready CSV beside Contact Notes
For Contact Notes, visit the Clio Export Page
Click on Excel Ready CSV beside Matter Notes
Time and Expenses (Unbilled):
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 (Outstanding Balances):
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 Balances:
Note: Only the full balance can be migrated into MyCase. We cannot migrate trust line items/transaction history.
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
For additional support exporting, please reach out to Customer Support at Clio, or if applicable, your 8am Data Conversion Analyst.