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https://support.clio.com/hc/en-us/articles/360000114814-How-to-Export-Data-from-Clio
How to Export Data from Clio
Objective:
How to export data from Clio
Saving data prior to account cancellation
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Contacts (see here)
Matters (see here)
Calendar events see here.https://support.clio.com/hc/en-us/articles/218194258
Tasks (see here)
Related Contacts (see here)
Notes
Activities
Custom Fields (see here) (the same steps as exporting Matters)
Communications
Documents (see here)
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Procedure for Clio Grow:
With exporting data from Clio Grow/Lexicata, you can export a CSV list of your Contacts and Matters. However, this would not capture any Workflow information such as Forms, Documents, Notes, Email Logs and other Files.
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