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:
- Clio Manage
- North American accounts - https://app.clio.com/nc/#/settings/export
- European accounts - https://eu.app.clio.com/nc/#/settings/export
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
- Communications
- Calendar Entries
- Contact Notes
- Contact Related Matters
- Contacts
- Documents
- Expense Entries
- Matter Notes
- Matters
- Tasks
- Tasks (ics)
- Time Entries