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/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 in to your Clio Account in your current web 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
- Calendar Entries Excel ready CSV
- Contact Notes Excel ready CSV
- Contact Related Matters Excel ready CSV
- Contacts Excel ready CSV
- Documents See Documents Page
- Expense Entries Excel ready CSV
- Matter Notes Excel ready CSV
- Matters Excel ready CSV
- Tasks Excel ready CSV
- Tasks (ics) Outlook & iCalendar ical
- Time Entries Excel ready CSV