| What it does | Your Legacy, Your Control
| Free command-line tool to export your entire Clio account with documents to your own computer
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| Stage | Not given
| Established
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| Founded | 2023
| 2015
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| Based in | AE
| RS
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| Pricing model | Freemium
| Open source
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| Pricing | Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
| Free. Requires Node.js 20 or later and a Clio developer app (free from Clio). Optional: Clio Backup setup at $500 one time for nightly automated backups to OneDrive, SharePoint or S3.
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| Key features | - Smart Will Builder with jurisdiction-aware guidance for drafting wills
- Encrypted digital vault for secure document storage with role-based access controls
- Digital asset inventory management covering financial, digital, and physical assets
- Family structure and roles management with customizable permissions
- Distribution coordination workflow for verified access after passing
- Progress dashboard to track legacy planning completion
- Support for 24 countries and 18 religious inheritance traditions
- Two-factor authentication and AES/TLS encryption for security
- AI-powered planning guidance and smart allocation tools
- GDPR privacy practices and SOC-2 compliance
| - Export all Clio data types: matters, contacts, notes, tasks, calendar entries, time entries, expenses and bills
- Documents exported to folders per matter with folder structure preserved
- Records exported as both JSON and CSV formats
- Read-only operation with no ability to modify Clio account
- Resumable exports that continue without duplicates after interruptions
- Dry-run mode to estimate export time before running full export
- Completion report matching record counts with Clio to verify nothing is missing
- Runs on macOS, Windows and Linux with Node.js 20 or later
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| What makes it different | - Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
- Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
- Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
- Designed for families with cross-border lives and expats with assets across multiple countries
- Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
| - Includes documents, bills and trust transactions that Clio's built-in export omits
- Completely free and open source under MIT license
- Data stays on your encrypted disk, you control all credentials and storage
- Logs do not contain client data for privacy and security
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 28 ▲ +3 (up) since last check | 30 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 3 |
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| Citation Flow (Majestic) | 10 | 34 |
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| Referring domains (Majestic) | 11 | 61 |
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Meerath
Clio Export