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What Can I Export From Clio?

Objective:

  • Export data from Clio before canceling
  • Create account export
  • Create a copy of my information
  • Extract data from one Clio account to another Clio account
  • Clio to Clio migration

Environment:

Additional Information:

  • It is your responsibility to export data from your account prior to terminating your Clio Services
  • You will need to be signed in to your Clio Account in your current web browser to access the export page
  • For more details on how to export some of the below options please see: How to Export Data from Clio 

Answer:

  • Bank Transactions 
  • Bills 
  • Calendar 
  • Calendar Entries 
  • Contact Notes 
  • Contact Related Matters 
  • Contacts 
  • Documents 
  • Expense Entries 
  • Matter Notes 
  • Matters 
  • Tasks 
  • Tasks (ics) 
  • Time Entries 

 

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