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How to Export Matters from Clio Grow

Question :

  • How do I export a list of Matters from Clio Grow?
  • How do I create a CSV?

Environment:

  • Clio Grow

Additional Information:

  • n/a

 

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.

  1. Visit the Matters page in Clio Grow
  2. Scroll down to the bottom and click Export all matters to CSV
    mceclip0.png
  3. Click Send CSV 
  4. You should receive an email within a few minutes with a link to your Matter downloadmceclip2.png

 

 

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