Migrating Data from Clio

How to move your firm's information from Clio to LeanLaw

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

You're ready to get out of Clio, and into LeanLaw. But where to start?

LeanLaw offers support for data migration for Clio. This data can be exported on your own, or handled by our support staff for a fee.

To get started exporting the data on your own, we've compiled a list of links directly to Clio, which will download the necessary files.

Below is the list of suggested data groups to fully transition to LeanLaw:

  • Clients/Contacts: To export contacts, follow the link. Then select all clients you wish to export, and click "Export".

A full list of data that is exportable can be found here.

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