2017

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KCS - How to Export Contact and Matter Notes

Objective:

  • Migrate Contact and Matter Notes out of Clio

Environment:

  • Clio Web App
  • Contact and Matter Notes 

Additional Information:

 Migrate Contacts and Matters before Contact and Matter Notes

Procedure:

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

 

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