Click File > Import/Export > Import Records > Amicus Attorney. Click Next. Enter the location of the Amicus database. Note: Typically the database will be at the following location: C:AmicusDatabaseAmicus.Db.
Full Answer
The method of exporting information is contingent on which version of Amicus you are utilizing
Amicus Cloud does not possess exporting capabilities. In order to obtain an export, you must reach out to Amicus and request a database export in either BACPAC or BAK format.
To export, you must have access to the server and must have Microsoft SQL Server Management Studio Express installed on server prior to exporting data*
Go to File > Reports > Matters, this can be done for Matters, Names, Events and Notes.
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Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely.
What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!