- 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 Web app
- 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)
- Custom Fields (see here) (the same steps as exporting Matters)
- Documents (see here)