To export data from Clio, follow the instructions below:

When exporting data, ensure all filters have been removed prior to running the export and ensure an admin’s account is being used

Contacts:

  1. For Contacts visit the Clio Export Page
  2. Click on Excel Ready CSV beside Contacts

Matters:

  1. For Matters visit the Clio Export Page
  2. Click on Excel Ready CSV beside Matters

Calendar:

  1. For Calendar visit the Clio Export Page
  2. Click on Excel Ready CSV beside Calendar

Tasks:

  1. Visit the Tasks tab
  2. Be sure to Clear all filters
  3. Click on Export
  4. Select a desired range
  5. Ensure output format is CSV
  6. Click Create Export
  7. Click Download

Relationships:

  1. On an admin’s account, visit the Clio Export Page
  2. Click on Excel Ready CSV beside Contact Related Matters

Notes:

  1. For Contact Notes visit the Clio Export Page
  2. Click on Excel Ready CSV beside Contact Notes
  1. For Matter Notes visit the Clio Export Page
  2. Click on Excel Ready CSV beside Matter Notes

Time and Expenses:

  1. Visit the Activities page
  2. Be sure to Clear all filters
  3. Choose the desired Date Range
  4. Click on Export
  5. Select CSV
  6. Select All Available Columns
  7. Click on Export

Account Receivables:

  1. Visit the Reports tab
  2. Navigate to the Billing Reports section and click on Accounts Receivable
  3. Select All Attorneys
  4. Select All Clients
  5. On the Group Results By drop down menu select Client
  6. On the Select Practice Area drop down menu select All
  7. On the Select Date Range drop down menu select All Dates
  8. On the Output Format drop down menu select CSV
  9. Click on Generate Report

Trust Accounts:

  1. Visit the Reports tab
  2. Navigate to the Client Reports section and click on Trust Listing
  3. Make sure we are NOT viewing clients with a zero balance
  4. Under the Clients section, select All Clients
  5. In the Select Practice Area drop down menu select All
  6. In the Select Date Range drop down menu select All Dates
  7. In the Output Format drop down menu select CSV
  8. Click on Generate Report

Once the upload has been completed, inform your Customer Success Manager so we may begin the migration process.

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