Clio provides a few options for exporting and backing up data. You can migrate data from one Clio Manage account to another, export data from Clio Manage, export data as CSV files from Clio Grow, and export/sync information from Clio Grow to Clio Manage.

Migrate Clio Manage Data to Another Account

To learn more about how to move data from one Clio Manage account to a second Clio Manage account, take a look at this article. 

Export From Clio Manage

See the links to the articles below depending on the type of data you want to export from Clio Manage.

• Contacts: see this article.
• Matters and Custom Fields: see this article.
• Calendar events: see this article.
• Tasks: see this article.
• Related Contacts: see this article.
• Contact and Matter Notes: see this article.
• Activities
  • Time Entries: see this article.
  • Expenses: see this article.
  • Bills: see this article.
• Communications
  • Communication Logs: see this article.
  • Secure Messages: see this article.
• Documents: see this article. 

Export From Clio Grow 

To learn more about how to back up or export data from Clio Grow as CSV files, see this article.

Export/Sync From Clio Grow to Clio Manage

See the links to the articles below depending on the type of data you want to sync from Clio Grow to Clio Manage.

• Contacts: see this article.
• Matters: see this article.