KCS - How can I print a list of all my Closed Matters including the Client's name, address, contact number and email?

Objective:

  • Print a list of all Closed Matters including the Client's name, address, contact number and email

Environment:

  • Clio Web App

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:

  1. Click on Matters 
  2. Click on the Closed sub-tab
  3. Click on Export

For the Contacts:

  1. Click on Contacts
  2. Click on the Clients sub-tab
  3. 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.

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