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KCS - How to Access the Export Page in Clio

Objective:

  • How to Export my data
  • Where is the Export page located?
  • Where can I find a list of available Exports?

Environment:

  • Clio Web App

Additional Information:

  • Only Administrators can access this page.
  • These links can only be accessed in New Clio.

Procedure:

  1. Go to https://app.clio.com/nc/#/settings?path=export (U.S.) or https://eu.app.clio.com/nc/#/settings?path=export (EU)
  2. Click the link beside the item(s) you wish to Export
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