Exporting to Clio and other systems
A Clio-compatible CSV of your clients and matters.
Firm plans can export clients and drafted plans as a Clio-compatible CSV from Settings, then import it into your practice-management system.
A Clio-compatible CSV of your clients and matters.
Firm plans can export clients and drafted plans as a Clio-compatible CSV from Settings, then import it into your practice-management system.