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A careful move from MyCase starts with an inventory, a verified export plan, and a test import. Use this checklist to reduce missing records and avoid shutting off access too soon.
A move from Clio can involve exporting contacts, matter details, documents, and other records, but an export is not the same as a complete migration. Check each data type, confirm what the new system can import, and keep your Clio account available until you verify the transfer.
A law firm website you own, practice management and AI intake: $0 setup, $49 a month, no contract.
