Objective:
- Migrate Contact Notes out of Clio
- Export all Contact Notes
Environment:
- Clio Web App
Additional Information:
If you are doing a migration, migrate Contacts and Matters before Contact Notes.
Procedure:
Contacts:
- Go to https://app.clio.com/export
- Click on the Excel ready CSV link for Contact Notes
Matters:
- Go to https://app.clio.com/export
- Click on the Excel ready CSV link for Matter Notes