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KCS - How to Export From Juris to Clio

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


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


  • Juris
  • Migration
  • Clio Web App

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 File
  2. Select Export Document
  3. Select CSV Document
  4. In the CSV Export Options window, type “,” into the Text Separator
  5. Click OK
  6. In the Save As window, select a location (eg. Desktop) and ensure that the type is CSV
  7. Click Save
  8. When prompted to open the file, select Yes and preview the information 


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