Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Export Data from Clio

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.


  • Migrate data from one Clio account to another
  • How to export data from Clio
  • Saving data prior to account cancellation
  • Back up my Contacts and Matters in Clio
  • Clio to Clio Migration


  • Clio Manage

Additional Information:

  • When exporting Matters, only Matters that the user performing the export has permissions to access will be exported. To export ALL Matters, Matter permissions may need to be adjusted.
  • For CSV Export information, see our exports article here.
  • For information on importing data into Clio, see here.
  • For information migrating data from one Clio account to another (Clio to Clio Migration), see here.  


  • Contacts (see here)
  • Matters (see here)
  • Calendar events see here.
  • Tasks (see here)
  • Related Contacts (see here)
  • Notes
    • Contact Notes (see here)
    • Matter Notes (see here)
  • Activities
    • Time Entries (see here)
    • Expenses (see here)
  • Custom Fields (see here) (the same steps as exporting Matters)
  • Communications
    • Communication Logs (see here)
    • Secure Messages (see here)
  • Documents (see here
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality