Objective:
- Export of Related Contacts
- Report of All Related Contacts
- Clio to Clio migration
- Relationships Export
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Open Clio's Exports page:
- Click Excel Ready CSV beside Contact Related Matters
- A download will automatically begin
For instructions on how to export Related Contacts for a specific Matter, please see this help article.