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How to Pull a Report with Client Reference Numbers on All Matters

Objective:

  • n/a

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click on the main Matters tab on the left
  2. Click Export at the bottom
  3. Click CSV
  4. Select Available Columns 
  5. Click Export
  6. Open downloaded CSV file
  7. The Client Reference Number will be in Column H

 

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