How to Export Data From Clio

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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:

  • 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:

  • 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
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