Getting Your Contacts from Clio:
To create a .CSV of your contacts to export to another program, please follow these steps:
1. Go to the Contacts link at the top of the page
2. Select the Contact List details you want to export (if applicable). For Contact filter options, click here.
3. Click on the "Export to File" button at the bottom of the page
4. Select Output Format "CSV" via the drop-down, click Create Export and download.
Once you have your Export then you would follow the instructions of your other program to import them:
To use Clio sync, a bi-directional sync between Clio and Outlook, click here.
Otherwise, please click here for instructions.
Please click here for instructions. (Note: Please follow the instructions for formatting your .csv properly)
Please click here for instructions.