- Export data from Clio before cancelling.
- Create account export
- Create copy of my information
- Extract data from one Clio account to another Clio account
- Clio to Clio migration
- Clio Web App
- North American accounts - https://app.clio.com/export
- European accounts - https://eu.app.clio.com/export
It is your responsibility to export data from your account prior to terminating your Clio Services.
You will need to be signed into your Clio Account in your current browser to access these links.
For more details on how to export some of the below options please see: How to Export Data from Clio
- Bank Transactions QuickBooks CSV & IIF
- Bills QuickBooks CSV & IIF
- Calendar Outlook & iCalendar ical
- Contact Notes Excel ready CSV
- Contact Related Matters Excel ready CSV
- Contacts See Contacts Page
- Documents See Documents Page
- Expense Entries Excel ready CSV
- Matter Notes Excel ready CSV
- Matters Excel ready CSV
- Tasks Outlook & iCalendar ical
- Time Entries Excel ready CSV