How to Export Data from Clio

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 Clio account
  • Import into Clio
  • Account cancelation
  • Clio to Clio Migration

Environment:

  • Clio Web app

Additional Information:

You can also access more CSV Export information via our EXPORTS PAGE.

Procedure:

  • For Contacts see here.
  • For Matters see here.
  • For Calendars see here.
  • For Tasks:
    1. Click Tasks
    2. Click Export
    3. Choose CSV as the Output Format
  • For Contact Notes see here
  • For Matter Note see here

 

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