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KCS - How to Export from TrialWorks

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


  • To download data from TrialWorks which can be uploaded to Clio
  • To prepare for my migration
  • How can I export data
  • Migrate from TrialWorks to Clio
  • Get information out of TrialWorks


  • TrialWorks
  • 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 on Reports in the menu bar
  2. Select Custom Report Export
  3. Click Edit Queries…
  4. Select any information that is regarding you Matters or Contacts in the headers
  5. In the Query/Filter Name put a name such as “Clio Export”
  6. Click the Exit button
  7. In the Export Format, select Excel
  8. Click Export
  9. Review data and repeat process if there are additional Matter or Contact fields necessary


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