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Moving the Location of Your Data Escrow Information

Access to Data Escrow is available to subscribers of our Boutique and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Once you have set up your data escrow account in Clio, you will perhaps need to retrieve these items from the escrow account at a later date.

To open a single document, click into the applicable folder and then click on the ID number of the document which will open it on your screen:

 

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If you would like to download all files to your computer from the escrow account, you would need to use another application to do so.  If you click here you will be provided with a helpful article that outlines some different programs you can use to move your information in bulk.