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KCS - How to Export from ProDocs

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


  • Get my data out of ProDocs


  • ProDocs
  • Migration

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.


1) Click Tools

2) Click Export

3) Select Contacts

4) Click the box at the top to include Closed Cases/Contacts

5) Press Select All

6)  Click OK

7) Check the box that says Include Header Information

8) Include all categories

9) Save the file

10) Repeat the process for Cases (Matters)




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