KCS - What Information can you Backup with Data Escrow?

Objective:

  • What gets backed up in the Data Escrow
  • What gets backed up with the Amazon S3 Account

Environment:

  • Clio Web App
  • S3 Data Escrow

Additional Information:

n/a

Answer:

All of the data you are able to Export (Bank Transactions, Bills, Calendar, Contacts, Matters, Contact Notes, Contact Related Matters, Expense Entries, Matters, Matter Notes, Time Entries, Tasks) as well as Communications and Documents (huge bonus). The Matters.csv file also includes Matter Budget information which isn't contained in the manual Matters export.)

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