Objective:
- Print a list of all Closed Matters including the Client's name, address, contact number and email
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
A single exported file can not be exported that contains all of this information. However, all the Closed Matters can be exported to a CSV file and all the Contacts can be exported to a CSV file and then both can be manipulated within Excel to provide you with this information.
For the Matters:
- Click on Matters
- Click on the Closed sub-tab
- Click on Export
For the Contacts:
- Click on Contacts
- Click on the Clients sub-tab
- Click on Export.
Please note that this will include ALL Contacts that have a Matter associated with them and not only those that have Closed Matters.
Open each of the above exported files in Excel and then manipulate as needed.