KCS - How to Export All Contact or Matter Notes

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:

  1. Go to https://app.clio.com/export 
  2. Click on the Excel ready CSV link for Contact Notes

Matters:

  1. Go to https://app.clio.com/export 
  2. Click on the Excel ready CSV link for Matter Notes 
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