KCS - What Can I Export from Clio?

Objective:

  • 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

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 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 

Answer:

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
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