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.