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How Can I Export a List of Related Contacts for All Matters?

Objective:

  • Export of Related Contacts
  • Report of All Related Contacts
  • Clio to Clio migration
  • Relationships Export

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Open Clio's Exports page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Excel Ready CSV beside Contact Related Matters
  3. A download will automatically begin

For instructions on how to export Related Contacts for a specific Matter, please see this help article.

 

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