KCS - How to Export Matter Notes

Objective:

  • Migrate Matter Notes out of Clio
  • Export all Matter Notes

Environment:

  • Clio Web App

Additional Information:

 If you are doing a migration, migrate Contacts and Matters before Matter Notes.

Procedure:

  1. Go to https://app.clio.com/export 
  2. Click on the Excel ready CSV link for Matter Notes

 

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