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KCS - 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 Web App 
  • Data Escrow 

Additional Information:

  • Access to Data Escrow is available to subscribers of our Legacy, Loyalty, Boutique, and Elite plans.

Answer:

  • 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. 

or 

  • Export your data from Clio into a CSV format. For instructions on how to export your data, click here. 
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