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How Can I Export Matter Communications?

Objective:

  • Export Email and Phone Call Logs
  • Print Communications from a Matter

Environment:

  • Clio Manage
  • Excel

Additional Information:

Here are some tips for formatting the file in Excel for printability: Printing in Excel

Procedure:

  1. Access the specific Matter
  2. Click on the Communications tab
  3. Select AllPhone, or Email
  4. Click on the Export button at the bottom of the page
  5. Choose to Export all columns or Export enabled columns
  6. Click Export
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