Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.
Objective:
- 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
Environment:
- Clio Web app
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.
Procedure: