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A Firm Is Splitting and Members Leaving the Firm Need to Export Data from the Primary Clio Account to the New Clio Account. Do These Members Need to Have Administrator Permissions to Perform This Export?

Question:

  • Do my firm members need administrator permissions in order to access the hidden exports page?

Environment:

  • Clio Manage 

Additional Information:

  • n/a

Answer:

Yes, administrator permissions are needed in order to access the hidden exports page to obtain Excel-ready CSVs for data migration. 

 

Steps on how to perform a Clio to Clio data migration can be found here

 

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