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What Information is Included in the Data Escrow Export Folder?

Objective:

  • What information gets backed up in Data Escrow? 
  • Does my bank transactions back up in Data Escrow? 
  • What are the contents in the export folder?

Environment:

  • Clio Manage
  • Data Escrow

Additional Information:

  • For steps on how to set up Data Escrow, click here

Answer:

All information in app.clio.com/nc/export will be included. 

 

  • Bank Transactions
  • Bills
  • Calendar
  • Calendar Entries
  • Communications
  • Contact Notes
  • Contact Related Matters
  • Contacts
  • Contacts (for patch)
  • Documents
  • Expense Entries
  • Matter Notes
  • Matters
  • Tasks
  • Tasks (ics)
  • Time Entries
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