Go to the Exports page at app.clio.com/export, or ca.app.clio.com/export for Canada, then click Excel ready CSV next to each data type: calendar entries, communications, contact notes, contact related matters, contacts, expense entries, matter notes, matters, tasks and time entries. Only users with administrator permissions can export data in bulk, and every file comes out as CSV. For outstanding balances, go to Reports then Reports then Accounts receivable, set the output format to CSV, then click Generate Report.
What it holds
Matters, contacts, calendar entries, communications, notes, tasks, time entries and expense entries.
Find the size
The Exports page lists one CSV per data type and shows no storage figure or record count. Quote the row counts of the matters and contacts CSVs.
What to enter on the form
Clio Manage in records, and the year your company started using it. Seller form