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:
- 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
- Click on the Excel ready CSV link for Contact Notes
Matters:
- 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
- Click on the Excel ready CSV link for Matter Notes