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How Can I Backup All my Data in Clio?

Objective:

  • Backing up Clio data 
  • Saving my data on an external server 
  • Data Escrow Amazon account 

Environment:

  • Clio Manage
  • Data Escrow 

Additional Information:

  • Access to Data Escrow is available to subscribers of our Legacy, Boutique, and Elite plans.
  • Customers in EMEA can find details on whether they are eligible for this integration here.

Answer:

To back up your date you have 2 options: 

  1. Export your data from Clio into a CSV format. For instructions on how to export your data, click here. OR
  2. Data Escrow allows you to automatically push a weekly copy of your Clio information to an Amazon S3 bucket for an escrow storage of your Clio account. For more information regarding Data Escrow, click here. 

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