Question :
- How do I export a list of Matters from Clio Grow?
- How do I create a CSV?
Environment:
- Clio Grow
Additional Information:
- You need Admin permissions in Grow to perform this task
Answer:
You can download a list of Matters in Clio Grow as a CSV file. This file opens in Microsoft Excel, Apple Numbers, or can be uploaded to Google Sheets.
- Visit the Matters page in Clio Grow
- Scroll down to the bottom and click Export all matters to CSV
- Click Send CSV
- You should receive an email within a few minutes with a link to your Matter download