What is the Difference Between the Contact Information Report and a Contact Export?

Objective:

• Understand whether to create a Client Contact Report or a Contact Export
• Report on Contact Information

Environment:

• Clio Manage

Additional Information:

How to Export All Contact Information

Answer:

• Contact Export in CSV Format includes ALL standard fields and Custom Fields (including non-primary phone numbers and email addresses)
• Contact Export in PDF Format includes Name and primary Phone, Email, and Web 
• Contact Export can be restricted by:
  
  • All, People, Companies, Leads
  • All Contacts, Clients, Clio Connect
  • Letter of the alphabet
  • Custom Field
  • Search terms
• Client Information Report (Web, PDF, or CSV) only includes Client Name, Matter, Primary Phone Number, and Primary Email Address
• Client Information Report only shows Contacts with Matters
• Client Information Report can be restricted by:
  • Responsible Attorney (Responsible Solicitor)
  • Matter Status (Open/Closed/Pending)
  • Practice Area
• Client Information Report can be grouped by Client, Practice Area, and Attorney (Solicitor)