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