How to Export All Contact or Matter Notes

Objective:

• Migrate Contact Notes out of Clio
• Export all Contact Notes

Environment:

• Clio Manage

Additional Information:

 If you are doing a migration, migrate Contacts and Matters before Contact Notes.

Procedure:

Contacts:

1. For NA accounts go to https://app.clio.com/export   for UK and EU accounts go to https://eu.app.clio.com/nc/#/settings?path=export 
2. Click on the Excel ready CSV link for Contact Notes

Matters:

1. For NA accounts go to https://app.clio.com/export   for UK and EU accounts go to https://eu.app.clio.com/nc/#/settings?path=export 
2. Click on the Excel ready CSV link for Matter Notes