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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 https://support.clio.com/hc/en-us/articles/218194258

• Tasks (see here)

• Related Contacts (see here)

• Notes

  • Contact Notes (see here)

  • Matter Notes (see here)

• Activities

  • Time Entries (see here)

  • Expenses (see here)

  • Bills (see here)

• Custom Fields (see here) (the same steps as exporting Matters)

• Communications

  • Communication Logs (see here)

  • Secure Messages (see here)

• 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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