Embedded Files
This technical note sets forth a process for migrating documents from Clio to the Lexbe eDiscovery Platform (LEP).
Exporting Documents from Clio
When migrating data from Clio to LEP we recommend exporting native versions of each document to maintain any associated metadata when processed into LEP. As such, the following steps will result in documents being downloaded from Clio in native format.
When logged into Clio, click Matters which is located on the left side panel. A list of matters will populate. Select the applicable matter by clicking on the hyperlinked matter name. The matter Dashboard will open and users will need to navigate to the Documents tab found at the top of the screen. At this point, users can choose to export files only, or entire folders and all the documents contained therein. The process for each is outlined below.
Exporting Folders
Exporting a folder will generate a zip file containing all documents within that folder. Using the above instructions, navigate to the Documents tab located on the matter dashboard. A list of folders in that matter will populate. Check the box next to each folder you wish to export, and then click Download. Documents in the downloaded zip file will by organized in the same folders as they were in Clio.
Exporting Files Only
If entire folders do not need to be exported, then one or more documents can be exported on their own. To export one or more files in a matter without downloading entire folders, use the above instructions to navigate to the Documents tab in the matter Dashboard. Above the checkboxes next to each document users can select to view All or Files Only, select Files Only. A list of all documents saved to that matter will populate. Check the box next to each document you wish to download, then click Download. If more than one document is selected, a zip file containing only those documents will be generated, and the folder structure within Clio will not be maintained.
Uploading Exported Documents to Lexbe
The following describes the suggested workflow for uploading documents to Lexbe.
Uploading Documents (Not Productions)
Users can upload the downloaded zip file, folders, or individual documents into LEP via drag and drop. To start an upload, go to the Case menu and select Add Case Documents. From this page, users can create upload batches, run deduplication, add control numbers, etc. To create a new upload batch, click on + New Upload, populate the fields as desired, click Next, and then upload documents via drag and drop into the upload window. For more information on uploading documents to Lexbe, please see our Add Case Documents and QC of Self-Uploaded Natives help pages.
Please note, documents uploaded as part of a zip file or in folders will maintain their folder structure which is memorialized in the Source File Path metadata field.
Uploading Productions
Due to how LEP processes productions, we recommend that any exported productions containing loadfiles be uploaded to LEP in their own batch separate. To start an upload, go to the Case menu and select Add Case Documents. To create a new upload batch, click on + New Upload, populate the fields as desired, click Next, and then upload the production via drag and drop into the upload window. To learn more about how to upload productions, watch the below videos or visit any of the below links. Additionally, users can contact Professional Services for any needed assistance.
How-To Videos
Uploading a Production 1 of 4 (Formatting TIFF Production for Upload)
Uploading a Production 2 of 4 (Parsing a DAT File)
Uploading a Production 3 of 4 (Creating a Multi Doc Update)
Uploading a Production 4 of 4 (QC)
Technical Notes
Report abuse