What information can I migrate out of Clio?
- Export data from Clio
- Clio Web App
- North American accounts - https://app.clio.com/export
- European accounts - https://app.clio.eu/export
*Please note that only account administrators will be able to access the Export page in Clio*
Calendar: Will export your own calendar items
Contact Notes: List of all contact notes on Contacts created in Clio
Contact Related Matters: List of all Contacts you have Related to all Matters
Contacts: List of all Contacts created in Clio
Documents: You are unable to download your documents from the export page. You can either go to the documents tab and download them individually, or set up a data escrow to back them up in bulk to an Amazon S3 bucket
Expense Entry: List of expense entries for all users
Matter Notes: List of all matter notes on matters created in Clio
Matters: List of all Matters.
Tasks: List of your own Task items
Time Entry: List of time entries for all users