We are looking forward to performing your conversion to the SmartAdvocate Case Management System, the State-of-the-Art case management application.

Thank you for giving SmartAdvocate the opportunity to support your company through this project. We appreciate your commitment to this project and your willingness to help the team work through this implementation, training, go live and support thereafter. 

Here are instructions on exporting data from your Clio system:

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

Environment:

• Clio Manage

Additional Information:

• When exporting Matters, only Matters that the user performing the export has permissions to access will be exported. To export ALL Matters, Matter permissions may need to be adjusted.

• For CSV Export information, see our exports article here.

 Procedure for Clio Manage:

• 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) 

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. 

To export a list of Contacts:

1. Click on Contacts 

2. At the bottom of the page, click on Export all contacts to CSV

3. You will receive an email with a CSV of all editable Contact fields and Custom fields

 To export a list of Matters:

1. Click on Matters

2. At the bottom of the page, click on Export all matters to CSV

3. You will receive an email with a CSV of all editable Matter fields and Custom fields

To back up any Workflow information, you can export this data to Clio Manage by going into each matter, clicking on Matter Options and Export to Clio Manage. For more information on exporting data to Clio Manage, please see: How to Export a Matter From Clio Grow to Clio Manage