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* (*Elite only)
- 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)