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How to Export Data from Credenza

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  • Get my data out of Credenza
  • Migrate from Credenza
  • Export from Credenza
  • Credenza migration
  • Get data from Credenza to Clio 


Additional Information:

Please note that the 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 on "Credenza" in Main Menu (top of Screen)
  2. Go to "Reports" and "Matter Reports"
  3. Choose "Matters Opened in a Date Range"
  4. Select desired date range
  5. Click "File" and "Save as Excel" 

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from Credenza to Clio?


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