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:

• Clio Manage
• North American accounts - https://app.clio.com/export 
• European accounts - https://eu.app.clio.com/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 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