Export Matter List out of Clio

Step 1: In Clio,  Click Matters

Step 2:  Click Export

Step 3:  Choose CSV and Available columns and then Export

Step 4: Save the file to your desktop

Step 5: Go to this website:

https://optiable.sharefile.com/share/upload/rb6a040af6ea45ce9

Step 6: Drag that file here:

Step 7: Click Upload